Evercore Wealth Management, LLC
Evercore Wealth Management, LLC is an independent wealth management firm headquartered in New York, NY. Established as part of Evercore, the firm provides investment management, financial planning, and trust services primarily for high-net-worth individuals, families, and related institutions. As of 2025, it employs approximately 88 professionals and is recognized as a top RIA firm, serving clients across the United States and focusing on complex wealth management solutions.
Investment Strategy
Evercore Wealth Management employs an independent thinking approach to managing complex wealth, focusing on investment diversification and personalized wealth planning. Their strategy is rooted in client-centric service, aiming to deliver real results for families and institutions by tailoring portfolios to client needs and employing a thorough, research-driven investment process. Through rigorous asset allocation, risk management, and access to Evercore's proprietary research, the firm emphasizes long-term growth, capital preservation, and multi-generational wealth planning.
Latest 13F Filing Activity
Evercore Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 405 equity positions with a total 13F market value of $6B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Comfort SYS USA Inc. among other positions. Evercore Wealth Management, LLC reduced exposure to Unitedhealth Group Inc., TJX Cos Inc. New, Constellation Brands Inc. among others.
Top Holdings
Equity Positions (405)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.47% | $415.9M | 836,043 | $49.06 | $497.41 | +$92.7M |
N NVDA | NVIDIA CORPORATION | 5.93% | $381.3M | 2,413,188 | $21.14 | $157.99 | +$113.7M |
A AAPL | APPLE INC | 5.25% | $337.6M | 1,645,530 | $21.91 | $205.17 | -$40.5M |
A AMZN | AMAZON COM INC | 3.97% | $255.3M | 1,163,536 | $54.45 | $219.39 | +$28.7M |
M MA | MASTERCARD INCORPORATED | 3.60% | $231.8M | 412,418 | $52.58 | $561.94 | +$947.4K |
Industry Allocation
Investment Team (23)
| Name | Role | Location | |
|---|---|---|---|
A Amy Wu | Analyst | NY , United States | |
 | Portfolio Manager | Saddle River, NJ , United States | |
B Bruce Elwell | Sr. Advisor; Retired Partner, Portfolio Manager | San Francisco, CA , United States | |
 | Portfolio Investment Analyst | New York, NY , United States | |
C Charles Ryan | Partner | New York, NY , United States | |
F Flavia Araujo Trento | Partner | San Francisco, CA , United States | |
J Jay Springer | Partner, Portfolio Manager | Allendale, NJ , United States | |
 | Partner | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Partner, Portfolio Manager | New York, NY , United States |