SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Evercore Wealth Management, LLC
New York, NY
CRD 148399
Firm filing updated March 31, 2026 ·
- $15.5BAssets
- 791Clients
- 68Advisory staff
- 4,895Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals674
- Individuals57
- Charities18
- Pooled vehicles14
- Corporations or other businesses13
- and 4 more15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 57 | $39.1 million |
| High net worth individuals | 674 | $13.9 billion |
| Banking or thrift institutions | 8 | $154.3 million |
| Investment companies | 1 | $506.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $343.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $63.3 million |
| Charitable organizations | 18 | $218.1 million |
| Insurance companies | 2 | $100.5 million |
| Corporations or other businesses not listed above | 13 | $224.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 9 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "WE PROVIDE A MODEL PORTFOLIO TO ONE REGISTERED INVESTMENT ADVISOR"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "WE PROVIDE A MODEL PORTFOLIO TO ONE REGISTERED INVESTMENT ADVISOR"
Assets and accounts
- Regulatory assets$15.5 billion
- Accounts4,895
- Discretionary$15.4 billion · 4,837 accounts
- Non-discretionary$91.0 million · 58 accounts
People
- Employees97
- Advisory staff68
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients751
Registration details
- SEC-registered investment advisor. CRD 148399, SEC file 801-69645.
- Registered with the SEC as an investment advisor (status date on record: October 1, 2008).
Is Evercore Wealth Management, LLC a fiduciary?
Short answer: Evercore Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.