Wealth Manager
    SEC Registered
    Manages Private Funds

    Prosperity - an Eisneramper Company

    Registered investment advisor · Owings Mills, Maryland · CRD #133777

    Assets Under Management
    $3.2B
    Client Accounts
    5,557
    Employees
    66
    CRD Number
    133777
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Prosperity - an Eisneramper Company

    Prosperity, an EisnerAmper Company, offers integrated tax-efficient planning, personalized financial strategies, and objective investment advice. It is a leading independent registered investment advisor expanding its wealth management practice. EisnerAmper provides comprehensive accounting, audit, tax, advisory, and outsourcing services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Prosperity - an Eisneramper Company

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Prosperity - an Eisneramper Company's AUM?

    Prosperity - an Eisneramper Company reports approximately $3.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Prosperity - an Eisneramper Company headquartered?

    Prosperity - an Eisneramper Company is headquartered in Owings Mills, Maryland.

    What is Prosperity - an Eisneramper Company's CRD number?

    Prosperity - an Eisneramper Company's CRD number is 133777. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Prosperity - an Eisneramper Company manage?

    Prosperity - an Eisneramper Company manages approximately 5,557 client accounts according to its latest SEC filing.

    Is Prosperity - an Eisneramper Company SEC registered?

    Yes, Prosperity - an Eisneramper Company is registered with the SEC as an investment adviser with an approved registration status.

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