The New Standard in Wealth Management.
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $14.4 billion as of June 30, 2025. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Company Details
- Employees
- 114
- Founded
- -
- Address
- 55 East 52nd Street, New York,new York 10055,united States
- Phone
- 212.822.7620
- ma****@****ore.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- evercorewealthmanagement.com
- Keywords
- Wealth Management, Portfolio Management, Investment Management, Independent Fiduciary, Philanthropy, Transaction Planning, Estate Planning, Impact Investing, Women and Investing.
- HQ
- New York, New York
Evercore Wealth Management Questions
Evercore Wealth Management's helpline number is 212.822.7620
Evercore Wealth Management's website is evercorewealthmanagement.com
Evercore Wealth Management's LinkedIn profile is https://www.linkedin.com/company/evercore-wealth-management-llc
Evercore Wealth Management has
114 employees.
View email and phone details for 114
employees at Evercore Wealth Management.
Evercore Wealth Management's industry is
Financial Services
Evercore Wealth Management's top competitors are
Evercore,
Pathstone,
Silvercrest Asset Management,
Summit Trail Advisors,
Bbr Partners,
Ritholtz Wealth Management,
Lazard,
Moelis & Company,
Centerview Partners,
Rockefeller Capital Management.
Evercore Wealth Management's support email address is maurer@evercore.com
Evercore Wealth Management's categories are Financial Services
Evercore Wealth Management's founding year is 2008
