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EVERCORE WEALTH MANAGEMENT, LLC
EVERCORE WEALTH MANAGEMENT, LLC (CRD# 148399) is an SEC-Registered Investment Advisor (RIA), headquartered in New York, NY. The SEC approved the firm to operate as an RIA in Oct 2008. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $7.6 Billion, with discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 4% of RAUM.   Non-US investors represent 1% .  
 
EVERCORE WEALTH MANAGEMENT, LLC also reported in Mar 2019
  • 84 employees, with 50 performing advisory functions.
  • A total of 5 office locations.
  • Registration with one or more foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
EVERCORE WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View EVERCORE WEALTH MANAGEMENT, LLC's most recent Form ADV filing
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EVERCORE WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AL-Mar 2017, AZ-Mar 2015, CA-Jun 2009, CO-Mar 2012, CT-Aug 2009 , DC-Mar 2012, DE-Mar 2012, FL-Aug 2009, GA-Mar 2010, ID-Dec 2010 , IL-Apr 2012, IN-Mar 2015, LA-Dec 2010, MA-Feb 2009, MD-Dec 2010 , ME-Mar 2016, MN-Mar 2012, MO-Mar 2018, MT-Mar 2015, NC-Mar 2015 , ND-Mar 2015, NH-Dec 2010, NJ-Apr 2010, NV-Mar 2015, NY-Jul 2009 , OH-Mar 2010, OR-Dec 2010, PA-Mar 2016, RI-Aug 2012, SC-Mar 2010 , TN-Mar 2018, TX-Dec 2010, VA-Jul 2011, WA-Dec 2010, WI-Mar 2015


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


irban43
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irban43


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