RIA Intel›Advisers›New Jersey›EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Advisory

N·ISELIN, NJ

Data as of Apr 20, 2023 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+86.8%

3-Year CAGR

+32.0%

Employees

18

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.3B

Non-Discretionary AUM$19M

Discretionary %98.6%

Total Clients—

Team

Total Employees18

Investment Advisers29

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingAug 8, 2008

Latest FilingApr 20, 2023

🔒 Full AUM trend chart and 45 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.