Clients
Evercore Wealth Management serves 791 clients, 674 of them high-net-worth individuals. The average client has about $20 million with the firm, and high-net-worth clients hold 89% of its $15.5 billion in assets.
- High-net-worth individuals674 clients89%
- Investment companies1 clients3%
- Pooled investment vehicles14 clients2%
- OtherIndividuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations and other businesses5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $39,079,615 | 0.3% | $686K |
| High-net-worth individuals | 674 | $13,866,596,563 | 89.4% | $20.6M |
| Banking or thrift institutions | 8 | $154,315,608 | 1.0% | $19.3M |
| Investment companies | 1 | $506,233,057 | 3.3% | $506.2M |
| Pooled investment vehicles | 14 | $342,983,600 | 2.2% | $24.5M |
| Pension and profit-sharing plans | 4 | $63,277,537 | 0.4% | $15.8M |
| Charitable organizations | 18 | $218,113,914 | 1.4% | $12.1M |
| Insurance companies | 2 | $100,523,968 | 0.6% | $50.3M |
| Corporations and other businesses | 13 | $224,781,278 | 1.4% | $17.3M |
| Total | 791 | $15,515,905,140 | 100% | $19.6M |
- Clients
- 57
- Regulatory AUM
- $39,079,615
- Share
- 0.3%
- Avg. per client
- $686K
- Clients
- 674
- Regulatory AUM
- $13,866,596,563
- Share
- 89.4%
- Avg. per client
- $20.6M
- Clients
- 8
- Regulatory AUM
- $154,315,608
- Share
- 1.0%
- Avg. per client
- $19.3M
- Clients
- 1
- Regulatory AUM
- $506,233,057
- Share
- 3.3%
- Avg. per client
- $506.2M
- Clients
- 14
- Regulatory AUM
- $342,983,600
- Share
- 2.2%
- Avg. per client
- $24.5M
- Clients
- 4
- Regulatory AUM
- $63,277,537
- Share
- 0.4%
- Avg. per client
- $15.8M
- Clients
- 18
- Regulatory AUM
- $218,113,914
- Share
- 1.4%
- Avg. per client
- $12.1M
- Clients
- 2
- Regulatory AUM
- $100,523,968
- Share
- 0.6%
- Avg. per client
- $50.3M
- Clients
- 13
- Regulatory AUM
- $224,781,278
- Share
- 1.4%
- Avg. per client
- $17.3M
Total
- Clients
- 791
- Regulatory AUM
- $15,515,905,140
- Share
- 100%
- Avg. per client
- $19.6M
What it does
Evercore Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars and other activities. It is paid through a percentage of assets, fixed fees and other arrangements.
Evercore Wealth Management provided financial planning to 751 clients last fiscal year and advises 1 private funds.
99.4% of assets ($15.42B across 4,837 accounts) are managed with discretion; $91.0M across 58 accounts are not. 4% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks42%
- Funds24%
- Registered funds19%
- Pooled vehicles5%
- Bonds18%
- State and local bonds14%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash15%
- Other1%
- Real estate, private investments1%
Custodians
Evercore Wealth Management’s client accounts are held mainly at Evercore Trust Company, N.A., with 82% of managed assets, and Charles Schwab, with 10%. Evercore Wealth Management has custody of $1.54B for 129 clients.
- Evercore Trust Company, N.A.Evercore Trust Company, N.A. · Wilmington, DE · $12.70B82%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.49B10%
- All other custodians$1.33B9%
Ownership and leadership
Evercore Partners Services owns 75% or more of Evercore Wealth Management, and Christopher Zander is its CEO.
- Owns 75% or more of Evercore Wealth Management, LLC
Evercore Partners Services
Control person · since September 2008
- Owns 75% or more of Evercore Wealth Management, LLC
Evercore Partners Services East LLC
Control person · since September 2008
- Owns 75% or more of Evercore Partners Services East LLC
Evercore Group Holdings LP
Control person · since December 2003
Evercore Group Holdings, L.L.C.
General partner · Control person · since January 2003
- Owns 75% or more of Evercore Group Holdings, L.L.C.
Evercore LP
Control person · since August 2006
Evercore Inc.
General partner · Control person · since January 2003
Leadership
- Christopher ZanderChief Executive Officer, President and Member of Board of Managers
- Khanh LyChief Financial Officer
- Ruth CalamanChief Compliance Officer/Chief Legal Officer
- Sebastian GranzoChief Operations Officer
- Jason KlurfeldMember of Board of Managers
- Timothy LalondeMember of Board of Managers
- Jeffrey MaurerChairman and Member of Board of Managers
- Paul PensaMember of Board of Managers
Staff
- 97 employees
- 68 in advisory functions
- 1 soliciting firm
Reported holdings
Evercore Wealth Management’s reported 13F holdings total $7.07B across 433 positions, and the ten largest make up 39.2% of it.
- $7.07B
- Reported 13F value
- 433
- Positions
- 39.2%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- Nvidia Corporation6.1%
- Apple Inc.6.0%
- Microsoft Corp.4.1%
- Alphabet Inc. · Cap Stk CL C4.1%
- Amazon Com Inc.3.8%
- Alphabet Inc. · Cap Stk CL A3.4%
- Morgan Stanley3.2%
- Comfort Sys USA Inc.3.2%
- Mastercard Incorporated · CL A2.8%
- Williams Cos Inc.2.5%
Together, the ten largest are 39.2% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $7.07B is not its $15.52B in regulatory assets and does not represent any individual client's portfolio.
Fees
Evercore Wealth Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Evercore Wealth Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Evercore Wealth Management has 4 offices, with 5 listed addresses across 4 states.
Florida · 2 listed addresses
- 4030 Boy Scout Boulevard, Tampa
- 515 North Flagler Drive, West Palm Beach
California · 1 listed address
- 425 California Street, San Francisco
Minnesota · 1 listed address
- 150 S. Fifth Street, Minneapolis
New York · 1 listed address
- 55 East 52nd Street, 23rd Floor, New YorkHQ
Registration details
- Legal name
- Evercore Wealth Management, LLC
- Headquarters
- 55 East 52nd Street, 23rd Floor, New York, NY 10055
- Phone
- 212-822-7620
- SEC file
- 801-69645
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Evercore Wealth Management have?
Evercore Wealth Management has 791 clients and manages $15.5 billion for them, as of March 2026. They include 674 high-net-worth individuals, 57 other individuals and 18 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Evercore Wealth Management offer?
Evercore Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Evercore Wealth Management use?
Evercore Wealth Management’s separately managed account assets are held at Evercore Trust Company, N.A. (Wilmington, DE), with $12,696,055,290 and Charles Schwab & Co., Inc. (San Francisco, CA), with $1,489,964,327. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Evercore Wealth Management have?
Evercore Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 97 employees, and 68 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evercore Wealth Management invest in?
At the end of its last fiscal year, Evercore Wealth Management’s separately managed accounts held 42% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents, 14% state and local bonds, 5% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% real estate, private investments. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evercore Wealth Management?
Evercore Wealth Management’s direct owners are Evercore Partners Services (75% or more) and Evercore Partners Services East LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Evercore Wealth Management get paid?
Evercore Wealth Management is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file