# Evercore Wealth Management, LLC

> 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.

- CRD: 148399
- Filed as: EVERCORE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148399
- AdvisorCensus page: https://advisorcensus.com/firm/evercore-wealth-management-llc-new-york-ny-148399

## Quick answers

**How is Evercore Wealth Management, LLC compensated?**
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.

**Where is Evercore Wealth Management, LLC located?**
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).

**Is Evercore Wealth Management, LLC registered with the SEC or a state?**
Evercore Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148399.

**How much does Evercore Wealth Management, LLC manage?**
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).

**How have Evercore Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Evercore Wealth Management, LLC serve?**
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).

**Which custodians does Evercore Wealth Management, LLC use?**
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.

**Does Evercore Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Evercore Wealth Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Evercore Trust Company, N.A. (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $15,515,905,140
- Discretionary: $15,424,884,545
- Non-discretionary: $91,020,595

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $39,079,615 |
| High net worth individuals | 674 | $13,866,596,563 |
| Banking or thrift institutions | 8 | $154,315,608 |
| Investment companies | 1 | $506,233,057 |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $342,983,600 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $63,277,537 |
| Charitable organizations | 18 | $218,113,914 |
| Insurance companies | 2 | $100,523,968 |
| Corporations or other businesses not listed above | 13 | $224,781,278 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 97 total, 68 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Minneapolis, MN
- San Francisco, CA
- Tampa, FL
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- evercorewealthandtrust.com
- LinkedIn @EVERCORE-WEALTH-MANAGEMENT-LLC
- X @EVERCOREWEALTH
- X @HOWARDCUREMUNIS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,166,559,382 | 80 | March 31, 2021 |
| October 2022 | $12,183,590,249 | 88 | March 31, 2022 |
| October 2023 | $10,537,120,809 | 84 | April 1, 2023 |
| October 2024 | $12,271,567,390 | 88 | March 29, 2024 |
| October 2025 | $13,898,597,233 | 88 | March 31, 2025 |
| October 2026 | $15,515,905,140 | 97 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evercore Wealth Management, LLC (CRD 148399): Form ADV filing data as of October 2026.