Evercore Wealth Management, Llc
- Regulatory AUM
- $15.5B
- Discretionary
- $15.4B
- Clients
- 791
- Avg AUM / client
- $19.6M
- Accounts
- 4,895
- Employees
- 97
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $39.1M | 0.25% |
| High net worth individuals | 674 | $13.9B | 89.4% |
| Banking or thrift institutions | 8 | $154M | 0.99% |
| Investment companies | 1 | $506M | 3.26% |
| Pooled investment vehicles (non-investment companies) | 14 | $343M | 2.21% |
| Pension and profit sharing plans | 4 | $63.3M | 0.41% |
| Charitable organizations | 18 | $218M | 1.41% |
| Insurance companies | 2 | $101M | 0.65% |
| Corporations and other businesses | 13 | $225M | 1.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hanson Bridgett Llp Associate 401(k) Plan Hanson Bridgett Llp | 2024 | |
| Lloyd Pest Control Company Profit Sharing Plan Lloyd Pest Control Company | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Calaman, Ruth, Patricia | Chief Compliance Officer/Chief Legal Officer | Feb 2011 (16y) | Less than 5% | |
| Klurfeld, Jason, Edward | Member Of Board Of Managers | Feb 2018 (9y) | Less than 5% | |
| Ly, Khanh | Chief Financial Officer | Dec 2018 (8y) | Less than 5% | |
| Granzo, Sebastian | Chief Operations Officer | Nov 2019 (7y) | Less than 5% | |
| Maurer, Jeffrey, S | Chairman And Member Of Board Of Managers | Jan 2020 (7y) | Less than 5% | |
| Zander, Christopher, Carl | Chief Executive Officer, President And Member Of Board Of Managers | Jan 2020 (7y) | Less than 5% | |
| Lalonde, Timothy, Gilbert | Member Of Board Of Managers | Mar 2023 (3y) | Less than 5% | |
| Pensa, Paul | Member Of Board Of Managers | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evercore Partners Services East Llc | Direct Owner | Sep 2008 | A | 75% or more |
| Evercore Group Holdings Lp | Managing Member | Dec 2003 | B | ≈ 56.25% – 100% via Evercore Partners Services East Llc |
| Evercore Lp | Managing Member | Aug 2006 | B | 75% or more of Evercore Group Holdings, L.L.C. (indirect) |
| Evercore Group Holdings, L.L.C. | General Partner | Jan 2003 | B | GP / trustee / elected manager of Evercore Group Holdings Lp (indirect) |
| Evercore Inc. | General Partner | Jan 2003 | B | GP / trustee / elected manager of Evercore Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evercore Group Holdings Lp: 75% – 100% of Evercore Partners Services East Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hanson Bridgett Llp Associate 401(k) Plan | Hanson Bridgett Llp | 129 | $43.1M | 01/01/2024 |
| Lloyd Pest Control Company Profit Sharing Plan | Lloyd Pest Control Company | 247 | $16.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • INTERCOMPANY ARRANGEMENTS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Evercore Trust Company, N.A. $12.7B (82% of AUM) Mar 2026
- SEI Private Trust $6.3B (83% of AUM) Apr 2019
- Charles Schwab & Co. $1.5B (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗