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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Evercore Wealth Management LLC
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| CRD # | 148399 |
| SEC # | 801-69645 |
| CIK # | 0001986810, 0001482689 |
| AUM | $13.9 B (2025-03-31) |
| Employees | 88 (69% Investors, 0% Brokers) |
| Phone | 212-822-7620 |
| Address | 55 East 52nd Street New York, NY 10055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Mastercard Inc | 0.2 | ||
| Blackstone Group LP | 0.2 | ||
| Autozone Inc | 0.2 | ||
| Morgan Stanley | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 0.1 |
| (b) Individuals (high net worth individuals) | 632 | 12.4 |
| (c) Banking or thrift institutions | 8 | 0.1 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 0.2 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 17 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,405 | 13.9 |
| By Discretionary | ||
| Discretionary | 4,375 | 13.8 |
| Non-Discretionary | 30 | 0.1 |
| Total | 4,405 | 13.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 13.4 | |
| Total | 4,405 | 13.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001482689] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Principal Securities Inc
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|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 14.5 |
|
Congress Asset Management Company LLP
✚
|
MA | 14.2 |
|
&Partners
✚
|
TN | 14.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 14.1 |
|
First Horizon Advisors Inc
✚
|
TN | 13.6 |
|
Appleton Partners Inc
✚
|
MA | 13.5 |
|
Investment Research & Advisory Group Inc
✚
|
GA | 13.2 |
|
Goldman Sachs Asset Management Hong Kong Limited
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|
12.9 |