EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
CRD #121863 SEC #801-69518 ISELIN, NJ 908-429-0025
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
29
Clients
--
Accounts
2,146
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2023
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Martin, Michele, L | I | *PRESIDENT | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| Pellegrino, Scott, Michael | I | CHIEF OPERATING OFFICER | NA | Control |
| SCUDILLO, MARC | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | NA | Control |
| SCUDILLO, MARC | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | NA | Control |
| SCUDILLO, MARC | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | NA | Control |
| WANG, STEVEN, SHIHYU | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANG, STEVEN, SHIHYU | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANG, STEVEN, SHIHYU | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANG, STEVEN, SHIHYU | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANG, STEVEN, SHIHYU | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EAG WEALTH MANAGEMENT STRATEGIES, LLC | DE | MEMBER | E | Control |
| EAG WEALTH MANAGEMENT STRATEGIES, LLC | DE | MEMBER | E | Control |
| EAG WEALTH MANAGEMENT STRATEGIES, LLC* | DE | MEMBER | E | Control |
| AMPER, POLITZINER & MATTIA, P.C. | DE | OWNER | D | Control |
| AMPER, POLITZINER & MATTIA, P.C. | DE | MEMBER | D | Control |
| AMPER, POLITZINER & MATTIA, P.C. | DE | OWNER | D | Control |
| AMPER, POLITZINER & MATTIA, P.C. | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNER ADVISORY GROUP, LLC | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| EISNERAMPER LLP | DE | MEMBER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
| SCUDILLO, MARC, L | I | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EAG GP, LLC | DE | EAG HOLDINGS L.P. | F | Control |
| EAG GP, LLC | DE | EAG HOLDINGS L.P. | F | Control |
| EAG GP, LLC | DE | EAG HOLDINGS L.P. | F | Control |
| EAG HOLDINGS L.P. | DE | EAG TOP INTERMEDIATE HOLDINGS, INC. | E | Control |
| EAG HOLDINGS L.P. | DE | EAG TOP INTERMEDIATE HOLDINGS, INC. | E | Control |
| EAG HOLDINGS L.P. | DE | EAG TOP INTERMEDIATE HOLDINGS, INC. | E | Control |
| EAG INC. | DE | EISNER ADVISORY HOLDCO LLC | E | Control |
| EAG INC. | DE | EISNER ADVISORY HOLDCO LLC | E | Control |
| EAG INC. | DE | EISNER ADVISORY HOLDCO LLC | E | Control |
| EAG SUB INTERMEDIATE HOLDINGS, INC. | DE | EAG INC. | E | Control |
| EAG SUB INTERMEDIATE HOLDINGS, INC. | DE | EAG INC. | E | Control |
| EAG SUB INTERMEDIATE HOLDINGS, INC. | DE | EAG INC. | E | Control |
| EAG TOP INTERMEDIATE HOLDINGS, INC. | DE | EAG SUB INTERMEDIATE HOLDINGS, INC. | E | Control |
| EAG TOP INTERMEDIATE HOLDINGS, INC. | DE | EAG SUB INTERMEDIATE HOLDINGS, INC. | E | Control |
| EAG TOP INTERMEDIATE HOLDINGS, INC. | DE | EAG SUB INTERMEDIATE HOLDINGS, INC. | E | Control |
| EISNER ADVISORY GROUP, LLC | DE | EAG WEALTH MANAGEMENT STRATEGIES, LLC | E | Control |
| EISNER ADVISORY GROUP, LLC | DE | EAG WEALTH MANAGEMENT STRATEGIES, LLC | E | Control |
| EISNER ADVISORY GROUP, LLC | DE | EAG WEALTH MANAGEMENT STRATEGIES, LLC* | E | Control |
| EISNER ADVISORY HOLDCO LLC | DE | EISNER ADVISORY GROUP, LLC | E | Control |
| EISNER ADVISORY HOLDCO LLC | DE | EISNER ADVISORY GROUP, LLC | E | Control |
| EISNER ADVISORY HOLDCO LLC | DE | EISNER ADVISORY GROUP, LLC | E | Control |
| TI V EAG INVESTMENT AGGREGATOR, L.P. | DE | EAG HOLDINGS L.P. | E | Control |
| TI V EAG INVESTMENT AGGREGATOR, L.P. | DE | EAG HOLDINGS L.P. | E | Control |
| TI V EAG INVESTMENT AGGREGATOR, L.P. | DE | EAG HOLDINGS L.P. | E | Control |
| TOWERBROOK INVESTORS V (ONSHORE), L.P. | DE | TI V EAG INVESTMENT AGGREGATOR, L.P. | D | Control |
Registrations
Federal
IA
Apr 3, 2023 REGISTERED
Notice Filings (13)
CA CT FL MA MD MN NC NH NJ NY PA SC TX
Address
111 WOOD AVENUE SOUTHSUITE 110
ISELIN, NJ 08830
United States
Phone: 908-429-0025