SEC Form ADV · CIK 1482689

EVERCORE WEALTH MANAGEMENT, LLC

Registered Investment AdviserNYPrivate Equity
$15.5B
Assets Under Management
4,895
Total Clients
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Registration Details

CIK
1482689
Accession
CRD-148399
Location
NEW YORK, NY
Filing Date
March 31, 2026
AUM
$15.5B
Total Clients
4,895
Amendment
No

Investment Strategies

Private Equity

About this Adviser

EVERCORE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $15.5B in assets across 4,895 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.