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.

Customized wealth management for UHNW families

New York, NYFounded 200250-100 employees

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About Silvercrest Asset Management

Silvercrest Asset Management is a publicly traded wealth management firm providing customized investment advisory and family office services to ultra-high-net-worth individuals, families, and institutions.

Services & Specialties

Services

Family Office Services
Wealth Planning
Trust Advisory
Equity Strategies

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Verified Credentials

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Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

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Pricing

Fee-Only (AUM)

Industries

Financial Services
Real Estate
Healthcare

States Served

New York
Virginia
New Jersey
Massachusetts

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