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| Evercore Wealth Management LLC
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|---|---|
| CRD # | 148399 |
| SEC # | 801-69645 |
| CIK # | 0001986810, 0001482689 |
| AUM | $12.3 BB (2024-03-29) |
| Employees | 88 (67% Investors, 0% Brokers) |
| Phone | 212-822-7620 |
| Address | 55 East 52nd Street New York, NY 10055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.4 | |
| AAPL | 2,382.8 | 0.4 | |
| NVDA | 399.6 | 0.3 | |
| AMZN | 1,093.0 | 0.2 | |
| MA | 309.6 | 0.2 | |
| BX | 69.1 | 0.2 | |
| GOOG | 1,482.6 | 0.2 | |
| UNH | 477.0 | 0.2 | |
| AZO | 41.4 | 0.2 | |
| TMO | 209.7 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 0.1 |
| (b) Individuals (high net worth individuals) | 600 | 10.9 |
| (c) Banking or thrift institutions | 8 | 0.1 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 0.2 |
| (g) Pension and profit sharing plans | 3 | 0.1 |
| (h) Charitable organizations | 16 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,068 | 12.3 |
| By Discretionary | ||
| Discretionary | 4,035 | 12.2 |
| Non-Discretionary | 33 | 0.1 |
| Total | 4,068 | 12.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 11.8 | |
| Total | 4,068 | 12.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001482689] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Independent Advisor Alliance LLC
✚
|
NC | 12.8 |
|
Transamerica Retirement Advisors LLC
✚
|
IA | 12.7 |
|
Appleton Partners Inc
✚
|
MA | 12.7 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 12.5 |
|
First Horizon Advisors Inc
✚
|
TN | 12.4 |
|
TD Private Client Wealth LLC
✚
|
NY | 12.3 |
|
Congress Asset Management Company LLP
✚
|
MA | 12.1 |
|
Principal Securities Inc
✚
|
IA | 12.1 |
|
Macquarie Investment Management Austria Kapitalanlage AG
✚
|
12.0 | |
|
Park Avenue Securities LLC
✚
|
NY | 11.9 |