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Firm profile

Evercore Wealth Management, LLC

NEW YORK, NYCRD 148399Latest ADV March 31, 2026

Evercore Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $15.5B in regulatory assets under management, 97 employees, 4 offices, and 4,895 accounts.

Assets Under Management
$15.5B
Employees
97
Offices
4 offices
Total Clients
791
Primary office
NEW YORK, NY
55 EAST 52ND STREET, 23RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOChristopher C. Zander
CCORuth P. Calaman
CFOKhanh Ly

Advisory services offered

9 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 85.2% of total clients.
Top client categories% of clientsClients
1
HNWI
85.2%
674
2
Individuals
7.2%
57
3
Charitable
2.3%
18
4
Pooled Investment Vehicles
1.8%
14
5
Corporations
1.6%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$15.5Bas of March 31, 2026
Discretionary99.4%
$15.4B
99% of total RAUM99.4%
Non-discretionary0.6%
$91M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$15.5B
Total Accounts4,895
10Y AUM Change+$9.2B (+143.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees97
Clients per Employee8:1
10Y Employee Change+22 (+29.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.