EVERCORE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$15,515,905,140
Discretionary
$15,424,884,545
Non-discretionary
$91,020,595
Firm details
- CRD number
- 148399
- SEC file number
- 801-69645
- Main office
- NEW YORK, NY, United States
- Employees
- 97
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.