Coyote Wealth
Fractional CFO

Silvercrest Asset Management

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Independent wealth advisor

New York, NYFounded 2002150-200 employees

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About Silvercrest Asset Management

Silvercrest Asset Management — Independent wealth advisor. Founded in 2002, their team specializes in Wealth Management, Family Office Services, Investment Management, Financial Planning. They serve Ultra High Net Worth, Family Governance, Tax Optimization clients, with clients in NY, NJ, CT and beyond. Fees are structured on a 0.7% AUM basis.

Services & Specialties

Services

Family Office Services
Financial Planning

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Pricing

0.7% AUM

Industries

Finance
Real Estate
Healthcare

States Served

NY
NJ
CT
MA
VA