Investment adviser · CRD 148399

EVERCORE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $15.5B
Client accounts: 4,895
Employees: 97
Advisory professionals: 68

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	674	$13,866,596,563	89.4%
Investment companies	1	$506,233,057	3.3%
Pooled investment vehicles	14	$342,983,600	2.2%
Corporations & businesses	13	$224,781,278	1.4%
Charities	18	$218,113,914	1.4%
Banks & thrifts	8	$154,315,608	1.0%
Insurance companies	2	$100,523,968	0.6%
Retirement plans	4	$63,277,537	0.4%
Individuals	57	$39,079,615	0.3%

Filing source

Form ADV 2088368 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EWM PRIVATE EQUITY ACCESS I, L.P.Private Equity Fund · Last reported Mar 31, 2026$47MGross asset value

Form D fundraising filings

EWM Private Equity Access I, L.P.

Fund administrator UMB FUND SERVICES, INC. CHADS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-4327152116
Reported beneficial owners: 162
Minimum commitment: $100K
Form D file number: 021-574207

Form ADV 2088368 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

55 EAST 52ND STREET, 23RD FLOOR
NEW YORK, NY, 10055, United States

CRD 148399

Filing source

Form ADV 2088368 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.