{
  "crd_number": 148399,
  "slug": "evercore-wealth-management-llc-new-york-ny-148399",
  "primary_business_name": "EVERCORE WEALTH MANAGEMENT, LLC",
  "legal_name": "EVERCORE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-10-01",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 15515905140.0,
  "raum_discretionary": 15424884545.0,
  "raum_non_discretionary": 91020595.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 97,
  "advisory_employees": 68,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 218113914.0,
      "count": 18
    },
    "individuals": {
      "raum": 39079615.0,
      "count": 57
    },
    "banking_thrift": {
      "raum": 154315608.0,
      "count": 8
    },
    "insurance_companies": {
      "raum": 100523968.0,
      "count": 2
    },
    "investment_companies": {
      "raum": 506233057.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 63277537.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 13866596563.0,
      "count": 674
    },
    "pooled_investment_vehicles": {
      "raum": 342983600.0,
      "count": 14
    },
    "corporations_other_businesses": {
      "raum": 224781278.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "ND",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://evercorewealthandtrust.com",
    "https://linkedin.com/COMPANY/EVERCORE-WEALTH-MANAGEMENT-LLC",
    "https://twitter.com/EVERCOREWEALTH",
    "https://twitter.com/HOWARDCUREMUNIS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148399",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/evercore-wealth-management-llc-new-york-ny-148399",
  "display_name": "Evercore Wealth Management, LLC",
  "summary": "Evercore Wealth Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Evercore Wealth Management, LLC (CRD 148399): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development 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 advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Evercore Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evercore Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Evercore Wealth Management, LLC located?",
      "a": "Evercore Wealth Management, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Evercore Wealth Management, LLC registered with the SEC or a state?",
      "a": "Evercore Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148399."
    },
    {
      "q": "How much does Evercore Wealth Management, LLC manage?",
      "a": "Evercore Wealth Management, LLC reports $15,515,905,140 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary)."
    },
    {
      "q": "How have Evercore Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Evercore Wealth Management, LLC: Regulatory assets under management: $10,166,559,382 in the October 2021 data and $15,515,905,140 in the October 2026 data, up 53%. Total employees: 80 in October 2021 and 97 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Evercore Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (674); individuals (other than high net worth individuals) (57); charitable organizations (18)."
    },
    {
      "q": "Which custodians does Evercore Wealth Management, LLC use?",
      "a": "Evercore Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Evercore Trust Company, N.A. (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Evercore Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148399"
    },
    {
      "q": "What changed in Evercore Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 61 to 68. Regulatory assets under management went from $13,898,597,233 to $15,515,905,140 (+12%). Registered or notice-filed in UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10166559382.0,
      "total_employees": 80,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12183590249.0,
      "total_employees": 88,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 10537120809.0,
      "total_employees": 84,
      "filing_date": "2023-04-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12271567390.0,
      "total_employees": 88,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 13898597233.0,
      "total_employees": 88,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15515905140.0,
      "total_employees": 97,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 61 to 68.",
        "Regulatory assets under management went from $13,898,597,233 to $15,515,905,140 (+12%).",
        "Registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Evercore Trust Company, N.A.",
      "name_as_filed": "EVERCORE TRUST COMPANY, N.A.",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/evercore-wealth-management-llc-new-york-ny-148399.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 39079615.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 674,
      "fewer_than_5": false,
      "raum": 13866596563.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 8,
      "fewer_than_5": false,
      "raum": 154315608.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 506233057.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 342983600.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 63277537.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 18,
      "fewer_than_5": false,
      "raum": 218113914.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 100523968.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 224781278.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148399",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}