CRD: 148399
Evercore Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
About Evercore Wealth Management, LLC
Evercore Wealth Management advises high-net-worth families, entrepreneurs and business owners with integrated wealth planning, tax and estate/legacy strategies, and portfolio construction. Investment approach spans public markets and alternatives, with meaningful use of ETFs and managed accounts. The team emphasizes tax-efficient wealth transfer and educating the next generation, and shares perspectives on topics like trusteeship and private assets.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 11.6%, from $13.9B to $15.5B.
Across 5 reported observations, AUM increased 27.4% between March 31, 2022 and March 31, 2026, from $12.2B to $15.5B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 68 advisory representatives and 792 clients, or 11.6 clients per representative. That equates to $19.6M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
RUTH PATRICIA CALAMAN
Chief Compliance Officer, Chief Legal Officer
- CRD
- #3126771
- Ownership
- Less than 5%
SEBASTIAN GRANZO
Chief Operations Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,424,884,545 | $3,188,936 |
| Non-Discretionary | $91,020,595 | $1,569,321 |
| Total | $15,515,905,140 | $3,169,746 |
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Separately Managed Accounts
SMA allocation detail is available
Evercore Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Evercore Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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