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EVERCORE WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 148399 · IAPD ↗ · 212-822-7620

$15.52BRegulatory AUM
68Advisory reps
97Employees
1Clients
More than 500Planning clients
1Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — EVERCORE WEALTH MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — EVERCORE WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($47.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
77
April 2026 — EVERCORE WEALTH MANAGEMENT, LLC grew from 61 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — EVERCORE WEALTH MANAGEMENT, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.