CRD: 148399
Evercore Wealth Management, LLC
$15.5B Total AUM
$15.4B Disc. AUM
14.2% 3Y CAGR
97 Employees
792 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Pathway emberMeridian +more
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
55 East 52nd Street 23rd Floor NEW York NY
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.
Team overview
57 AVG AGE
$228.2M AVG AUM / ADVISOR
$19.6M AVG AUM / CLIENT
7.1 yrs AVG TENURE
97 Employees
68 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Frontier pioneer Signal momentum Focus Ridge Glacier capital Alpha Crest Bridge horizon Unison
Client Personas
Horizon optima Ember zenith
Custodian
Fusion Radial Ridge Matrix optima Atlas capital Optima Beacon focus
Investment Themes
Crest Peak bridge Horizon foundation Fusion eagle Vital capital Oak vertex Timber quantum
Investment Vehicles
Ridge alpha Vector
Platform
Signal radial
Services
Vector summit Horizon beacon Prime crest Momentum Prime Optima Atlas Insight catalyst Beacon pioneer Zenith Prime Optima catalyst
Technology
Unison glacier Oak Eagle Pioneer north Insight
Owner & Executives
R
RUTH PATRICIA CALAMAN
Chief Compliance Officer, Chief Legal Officer
- CRD
- #3126771
- Ownership
- Less than 5%
(507) 525-3961
vertex.capital@summitcapital.com
in linkedin.com/in/ridge-vector
S
SEBASTIAN GRANZO
Chief Operations Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
(562) 968-1523
crest.alpha@signalcapital.com
in linkedin.com/in/value-meridian
N
North ember
Wave peak
- CRD
- #70853
- Ownership
- 3.8%
(209) 592-5749
wave.legacy@beaconcapital.com
in linkedin.com/in/oak-pathway
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $14,666,688,483
Equity - Exchange:
15.1% Public Funds:
6.6% Cash:
16.7% Municipal Bonds:
8.0% Private Funds:
11.0% Corporate - Investment Grade:
16.8% U.S. Government/Agency:
20.8% Other:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,055,398,183 | 15.1% |
| Public Funds | $461,299,868 | 6.6% |
| Cash | $1,167,228,454 | 16.7% |
| Municipal Bonds | $559,151,355 | 8.0% |
| Private Funds | $768,833,114 | 11.0% |
| Corporate - Investment Grade | $1,174,217,846 | 16.8% |
| U.S. Government/Agency | $1,453,793,524 | 20.8% |
| Other | $349,469,597 | 5.0% |
| Total | $6,989,391,941 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX DELTA PATHWAY | WAVE LEGACY | FQJOWI770 | AQW | 6.55% | $40,329,252 |
| BRIDGE SIGNAL | CAPITAL HORIZON | 53B4WO1SS | IYYSQ | 1.83% | $52,378,593 |
| PEAK PEAK | ATLAS HORIZON | M6AKL6JLF | CHHYC | 10.81% | $52,861,400 |
| FOUNDATION FUSION | ELEMENT ALPHA | FA2R3HE1R | ZGPTW | 9.21% | $68,876,790 |
| BRIDGE NORTH CAPITAL | MERIDIAN ALPHA | M09XV0NUX | XVS | 3.86% | $50,791,889 |
| FRONTIER ELEMENT NORTH | CAPITAL FOCUS | 5271ZRRC7 | DXIE | 1.16% | $7,292,042 |
| ELEMENT MATRIX | EMBER ATLAS | 7OTFGB06P | FEB | 5.22% | $94,090,919 |
| SUMMIT INSIGHT VITAL | BRIDGE DELTA | IY96H4DAD | YJGUY | 5.42% | $81,563,598 |