EVERCORE WEALTH MANAGEMENT, LLC
CRD #148399 SEC #801-69645 NEW YORK, NY 212-822-7620
SEC Registered
Total AUM
$13.9B
Discretionary
$13.8B
Employees
88
Clients
--
Accounts
4,405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $13.9B | $13.8B | $71.5M | 88 | 1 |
| Mar 2024 | $12.3B | $12.2B | $73.6M | 88 | 1 |
| Apr 2023 | $10.5B | $10.5B | $70M | 84 | 1 |
| Mar 2023 | $10.5B | $10.5B | $70M | 84 | 1 |
| Mar 2022 | $12.2B | $12.1B | $89.7M | 88 | 1 |
| Apr 2021 | $10.2B | $10.1B | $89.6M | 80 | 1 |
| Jan 2021 | $9.2B | $9.1B | $133.2M | 84 | 1 |
| Jun 2020 | $9.2B | $9.1B | $133.2M | 84 | 1 |
| Mar 2020 | $9.2B | $9.1B | $133.2M | 84 | 1 |
| Apr 2019 | $7.6B | $7.5B | $55.5M | 84 | 1 |
| Mar 2019 | $7.6B | $7.5B | $55.5M | 84 | 600 |
| Apr 2018 | $7.3B | $7.3B | $47.4M | 81 | 600 |
| Mar 2018 | $7.3B | $7.3B | $47.4M | 81 | 600 |
| Apr 2017 | $6.5B | $6.4B | $61.3M | 75 | 600 |
| Mar 2017 | $6.4B | $6.3B | $61.3M | 75 | 600 |
| Apr 2016 | $6.2B | $6.2B | $41.5M | 71 | 600 |
| Mar 2016 | $6.3B | $6.3B | $41.8M | 71 | 600 |
| Apr 2015 | $5.7B | $5.7B | $17.3M | 70 | 500 |
| Apr 2014 | $4.9B | $4.9B | $13M | 64 | 500 |
| Jun 2013 | $4.5B | $4.4B | $146.3M | 63 | 500 |
| May 2013 | $4.5B | $4.4B | $146.3M | 63 | 500 |
| Apr 2013 | $4.5B | $4.4B | $146.3M | 63 | 500 |
| Aug 2012 | $3.3B | $3.2B | $27.6M | 11 | 353 |
| Mar 2012 | $3.3B | $3.2B | $27.6M | 11 | 353 |
| Jul 2011 | $2.5B | $2.5B | $28M | -- | -- |
| Mar 2011 | $2.5B | $2.5B | $28M | -- | -- |
| Mar 2011 | $2.5B | $2.5B | $28M | -- | -- |
| Dec 2010 | $2B | $2B | $52M | -- | -- |
| Sep 2010 | $2B | $2B | $52M | -- | -- |
| Jun 2010 | $2B | $2B | $52M | -- | -- |
| Apr 2009 | $104.4M | $104.4M | $0 | -- | -- |
| Feb 2009 | $104.4M | $104.4M | $0 | -- | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$13.9B
Discretionary$13.8B
Non-Disc.$71.5M
Employees88
Clients1
DateMar 2024
Total AUM$12.3B
Discretionary$12.2B
Non-Disc.$73.6M
Employees88
Clients1
DateApr 2023
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$70M
Employees84
Clients1
DateMar 2023
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$70M
Employees84
Clients1
DateMar 2022
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$89.7M
Employees88
Clients1
DateApr 2021
Total AUM$10.2B
Discretionary$10.1B
Non-Disc.$89.6M
Employees80
Clients1
DateJan 2021
Total AUM$9.2B
Discretionary$9.1B
Non-Disc.$133.2M
Employees84
Clients1
DateJun 2020
Total AUM$9.2B
Discretionary$9.1B
Non-Disc.$133.2M
Employees84
Clients1
DateMar 2020
Total AUM$9.2B
Discretionary$9.1B
Non-Disc.$133.2M
Employees84
Clients1
DateApr 2019
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$55.5M
Employees84
Clients1
DateMar 2019
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$55.5M
Employees84
Clients600
DateApr 2018
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$47.4M
Employees81
Clients600
DateMar 2018
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$47.4M
Employees81
Clients600
DateApr 2017
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$61.3M
Employees75
Clients600
DateMar 2017
Total AUM$6.4B
Discretionary$6.3B
Non-Disc.$61.3M
Employees75
Clients600
DateApr 2016
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$41.5M
Employees71
Clients600
DateMar 2016
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$41.8M
Employees71
Clients600
DateApr 2015
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$17.3M
Employees70
Clients500
DateApr 2014
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$13M
Employees64
Clients500
DateJun 2013
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$146.3M
Employees63
Clients500
DateMay 2013
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$146.3M
Employees63
Clients500
DateApr 2013
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$146.3M
Employees63
Clients500
DateAug 2012
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$27.6M
Employees11
Clients353
DateMar 2012
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$27.6M
Employees11
Clients353
DateJul 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$28M
Employees--
Clients--
DateMar 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$28M
Employees--
Clients--
DateMar 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$28M
Employees--
Clients--
DateDec 2010
Total AUM$2B
Discretionary$2B
Non-Disc.$52M
Employees--
Clients--
DateSep 2010
Total AUM$2B
Discretionary$2B
Non-Disc.$52M
Employees--
Clients--
DateJun 2010
Total AUM$2B
Discretionary$2B
Non-Disc.$52M
Employees--
Clients--
DateApr 2009
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--