DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Eisneramper Wealth Management & Corporate Benefits, LLC

Former SEC-registered adviserIselin, New JerseyCRD 121863SEC 801-69518IAPD
Latest filing Apr 20, 2023
First filing on the tape Feb 29, 2012 · 34 filings
RAUM
$1.3B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$1.3B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
29
18 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2023
Feb 29, 2012$156M then
HNW client RAUM$1.2B as of Mar 31, 2023
Mar 15, 2018$402M then
State-registered IARs (5.B.3)18 as of Mar 31, 2023
Mar 8, 20134 then
Employees (5.A)29 as of Mar 31, 2023
Mar 8, 20138 then
Private funds: no history
RAUM +87% over the last fiscal year+33% a year over threeIARs 10 to 18
Practice profile
derived from the filing of Apr 20, 2023; every figure names its basis
RAUM per advisor
$74.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
38derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.6MderivedHNW RAUM over HNW clients
Average account
$626,965derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.6derivedItem 5.A over advisors
Advisors per office
2.3derived8 offices incl. principal (1.F.5)
RAUM growth, one year
+87%derivedbetween the last two annual amendments
Advisor growth, one year
+80%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients
700reportedItem 5.H
Wrap fee program
participatesreportedItem 5.I
Ownership
a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.2B89%
  • Individuals$134M9.9%
  • Pension and profit-sharing plans$13.9M1.0%
  • Charitable organizations$1.8M0.1%
Individual clients
422reported
HNW clients
259reported
Pension plan clients
13reported
Charitable clients
n/areported
Accounts
2,146reported
Financial planning clients
700reported
Wrap fee programs
$0 sponsored, $41.4M managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • L Michele Martin · *Presidentcontrol
    since 03/2023 · owns less than 5%
  • Michael Scott Pellegrino · Chief Operating Officercontrol
    since 04/2018 · owns less than 5%
  • Marc Scudillo · Managing Director; Chief Compliance Officercontrol
    since 11/2001 · owns less than 5%
  • Shihyu Steven Wang · Chief Investment Officercontrol
    since 05/2003 · owns less than 5%
Entity owners
  • Eag Wealth Management Strategies, LLC* · Member
    direct · owns 75% or more
  • Eag Gp, LLC · General Partner
    indirect · owns F of Eag Holdings L.P.
  • Eag Holdings L.P. · Shareholder
    indirect · owns 75% or more of Eag Top Intermediate Holdings, Inc.
  • Eag Inc. · Shareholder
    indirect · owns 75% or more of Eisner Advisory Holdco LLC
  • Eag Sub Intermediate Holdings, Inc. · Shareholder
    indirect · owns 75% or more of Eag Inc.
  • Eag Top Intermediate Holdings, Inc. · Shareholder
    indirect · owns 75% or more of Eag Sub Intermediate Holdings, Inc.
  • Eisner Advisory Group, LLC · Member
    indirect · owns 75% or more of Eag Wealth Management Strategies, LLC*
  • Eisner Advisory Holdco LLC · Shareholder
    indirect · owns 75% or more of Eisner Advisory Group, LLC
  • Ti V Eag Investment Aggregator, L.P. · Shareholder
    indirect · owns 75% or more of Eag Holdings L.P.
  • Towerbrook Investors V (Onshore), L.P. · Shareholder
    indirect · owns 50% to 75% of Ti V Eag Investment Aggregator, L.P.
Related persons
Schedule D 7.A
Advisers that list Eisneramper Wealth Management & Corporate Benefits, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Fort Meyers, Fl000
Iselin, Nj · principal000
Mount Laurel, Nj000
New York, Ny000
Philadelphia, Pa000
Offices
Schedule D 1.F, the 25 largest
  • Fort Meyers, FL1 employees
  • Miami, FL1 employees
  • Mount Laurel, NJ1 employees
  • New York, NY1 employees
  • Philadelphia, PA1 employees
  • Princeton, NJ1 employees
  • , 1 employees
What changed
consecutive filings, newest first
  • Accounts · 1,464 to 2,146
    Nov 10, 2022 to Mar 31, 2023
  • Advisory employees · 8 to 18
    Nov 10, 2022 to Mar 31, 2023
  • BD registered reps · 10 to 21
    Nov 10, 2022 to Mar 31, 2023
  • HNW clients · 440 to 259
    Nov 10, 2022 to Mar 31, 2023
  • Individual clients · unset to 422.0
    Nov 10, 2022 to Mar 31, 2023
  • Pension plan clients · 9 to 13
    Nov 10, 2022 to Mar 31, 2023
  • Employees · 18 to 29
    Nov 10, 2022 to Mar 31, 2023
  • Insurance-licensed employees · 0 to 4
    Nov 10, 2022 to Mar 31, 2023
  • Financial planning clients · 251-500 to More than 500
    Nov 10, 2022 to Mar 31, 2023
  • State-registered IARs · 10 to 18
    Nov 10, 2022 to Mar 31, 2023
  • Other offices · 8 to 7
    Nov 10, 2022 to Mar 31, 2023
  • Discretionary RAUM · $712M to $1.3B
    Nov 10, 2022 to Mar 31, 2023
  • HNW RAUM · $712M to $1.2B
    Nov 10, 2022 to Mar 31, 2023
  • Individual RAUM · unset to 133632726.0
    Nov 10, 2022 to Mar 31, 2023
  • Non-discretionary RAUM · $8.0M to $19.2M
    Nov 10, 2022 to Mar 31, 2023
  • Pension RAUM · $8.0M to $13.9M
    Nov 10, 2022 to Mar 31, 2023
  • RAUM · $720M to $1.3B
    Nov 10, 2022 to Mar 31, 2023
  • Wrap assets (manager) · $53.9M to $41.4M
    Nov 10, 2022 to Mar 31, 2023
  • Related adviser · false to true
    Oct 3, 2022 to Oct 19, 2022
  • Other offices · 7 to 8
    Feb 5, 2022 to Jul 15, 2022
  • Accounts · 1,473 to 1,464
    Oct 12, 2021 to Feb 2, 2022
  • Advisory employees · 10 to 8
    Oct 12, 2021 to Feb 2, 2022
  • HNW clients · 433 to 440
    Oct 12, 2021 to Feb 2, 2022
  • Employees · 14 to 18
    Oct 12, 2021 to Feb 2, 2022
  • State-registered IARs · 9 to 10
    Oct 12, 2021 to Feb 2, 2022
  • Discretionary RAUM · $636M to $712M
    Oct 12, 2021 to Feb 2, 2022
  • HNW RAUM · $629M to $712M
    Oct 12, 2021 to Feb 2, 2022
  • Non-discretionary RAUM · $0 to $8.0M
    Oct 12, 2021 to Feb 2, 2022
  • Pension RAUM · $6.4M to $8.0M
    Oct 12, 2021 to Feb 2, 2022
  • RAUM · $636M to $720M
    Oct 12, 2021 to Feb 2, 2022
  • Wrap assets (manager) · $55.9M to $53.9M
    Oct 12, 2021 to Feb 2, 2022
  • Other offices · 6 to 7
    Apr 9, 2021 to Sep 23, 2021
  • Accounts · 1,232 to 1,473
    Oct 20, 2020 to Feb 24, 2021
  • HNW clients · 372 to 433
    Oct 20, 2020 to Feb 24, 2021
  • Pension plan clients · 27 to 9
    Oct 20, 2020 to Feb 24, 2021
  • Employees · 15 to 14
    Oct 20, 2020 to Feb 24, 2021
  • State-registered IARs · 12 to 9
    Oct 20, 2020 to Feb 24, 2021
  • Discretionary RAUM · $521M to $636M
    Oct 20, 2020 to Feb 24, 2021
  • HNW RAUM · $521M to $629M
    Oct 20, 2020 to Feb 24, 2021
  • Non-discretionary RAUM · $52.1M to $0
    Oct 20, 2020 to Feb 24, 2021
Signals
28 dated events
  • Marc Scudillo left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2024-02-20)
    Mar 26, 2024 · Advisor changed firm · fact
  • Nancy Burns Brzozowski left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2024-02-20)
    Feb 22, 2024 · Advisor changed firm · fact
  • Lawrence Seigelstein left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2024-02-20)
    Feb 22, 2024 · Advisor changed firm · fact
  • Jaime Facchino left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2025-01-01)
    Feb 22, 2024 · Advisor changed firm · fact
  • Patrick Joseph Rogers left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2024-02-20)
    Feb 22, 2024 · Advisor changed firm · fact
  • Sabrina Mangual left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2024-02-20)
    Feb 22, 2024 · Advisor changed firm · fact
  • David Gottlieb left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2024-02-20)
    Feb 22, 2024 · Advisor changed firm · fact
  • Eisneramper Wealth Management & Corporate Benefits, LLC's advisors moved to Prosperity - AN Eisneramper Company (Iselin, NJ): 4 of 7 registered, on the same day
    Feb 22, 2024 · Firm absorbed (people side) · derived
  • William Paul St.Clair left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
    Nov 15, 2023 · Advisor changed firm · fact
  • Joseph Lee England left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
    Nov 15, 2023 · Advisor changed firm · fact
  • Joseph Valenza left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
    Nov 15, 2023 · Advisor changed firm · fact
  • Alan Bruce Gubernick left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
    Nov 15, 2023 · Advisor changed firm · fact
  • Hal Joel Michels left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
    Nov 15, 2023 · Advisor changed firm · fact
  • Ryan Dennis Tyrell left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
    Nov 15, 2023 · Advisor changed firm · fact
  • 2 advisors left Eisneramper Wealth Management & Corporate Benefits, LLC (Mount Laurel, NJ) for Prosperity - AN Eisneramper Company on the same day
    Nov 15, 2023 · Team lift-out · derived
  • 4 advisors left Eisneramper Wealth Management & Corporate Benefits, LLC (Philadelphia, PA) for Prosperity - AN Eisneramper Company on the same day
    Nov 15, 2023 · Team lift-out · derived
  • Christopher M. Colyer left Eisneramper Wealth Management & Corporate Benefits, Llc for Cmc Wealth Llc (registered 2025-08-15)
    Jun 2, 2023 · Advisor changed firm · fact
  • L Michele Martin (*President) appeared on Schedule A of Eisneramper Wealth Management & Corporate Benefits, Llc
    Apr 20, 2023 · Control person joined · fact
  • Eisneramper Wealth Management & Corporate Benefits, Llc reported RAUM $1.3B, up 87% from $720.1M (2022-11-10 to 2023-03-31)
    Mar 31, 2023 · RAUM change · derived
  • Donald Nathan Hoffman no longer registered at Eisneramper Wealth Management & Corporate Benefits, Llc; no later IA registration on IAPD
    Feb 6, 2023 · Advisor departure · fact
  • Erin Ansalvish left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-02-08)
    Feb 6, 2023 · Advisor changed firm · fact
  • Lauren Michelle Rebbel no longer registered at Eisneramper Wealth Management & Corporate Benefits, Llc; no later IA registration on IAPD
    Feb 6, 2023 · Advisor departure · fact
  • Michael Abate left Eisneramper Wealth Management & Corporate Benefits, Llc for World Investment Advisors, Llc (registered 2023-01-24)
    Jan 18, 2023 · Advisor changed firm · fact
  • Shihyu Steven Wang (Chief Investment Officer) appeared on Schedule A of Eisneramper Wealth Management & Corporate Benefits, Llc
    Oct 19, 2022 · Control person joined · fact
  • 2 advisors left Commonwealth Financial Network (Phiadelphia, PA) for Eisneramper Wealth Management & Corporate Benefits, LLC within 6 days
    Sep 6, 2022 · Team lift-out · derived
  • 4 advisors left Commonwealth Financial Network (Merchantville, NJ) for Eisneramper Wealth Management & Corporate Benefits, LLC within 3 days
    Sep 6, 2022 · Team lift-out · derived
  • Jennifer Lyn Keiling left Eisneramper Wealth Management & Corporate Benefits, Llc for Edelman Financial Engines (registered 2022-08-08)
    Jul 11, 2022 · Advisor changed firm · fact
  • Michael Scott Pellegrino (Chief Operating Officer) appeared on Schedule A of Eisneramper Wealth Management & Corporate Benefits, Llc
    Mar 15, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026