Eisneramper Wealth Advisors LLC is a large advisory firm based in Holmdel. It manages $782.16 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, Delaware, and 4 other states.
Eisneramper Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eisneramper Wealth Advisors LLC is $782.16 million. The firm's AUM has grown by 1449% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eisneramper Wealth Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Peter Scott Alwardt is high net worth individuals with 48 clients and $767.35 million of assets under management. Among the 11 most similar advisory firms, Eisneramper Wealth Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $782.16 million for 55 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Eisneramper Wealth Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Peter Scott Alwardt has been acting as President since 1 Oct 2010. Jennifer Michelle Lin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Eisneramper Wealth Advisors LLC performs its advisory services is located at 101 Crawfords Corner Road, Holmdel, NJ 07733, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-837-4465. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at eisneramper.com/services/personal_wealth_advisors/investment_advisory_cowealth_advisors/investment_advisory_services/.