CRD: 133777
Prosperity - AN Eisneramper Company
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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-02-2005
- Office Locations
- 18
Office Locations
About Prosperity - AN Eisneramper Company
Prosperity – An EisnerAmper Company provides investment management and tax-efficient financial planning for individuals and families, including retirement readiness and legacy planning. The team delivers objective advice with estate and charitable planning guidance, risk management, divorce planning, and business retirement plan solutions. Offers 1031 exchange planning using Delaware Statutory Trusts and works with custodians such as Schwab and Pershing.
Reported data analysis
What the numbers show
Between October 15, 2025 and August 28, 2026, reported AUM increased 57.7%, from $3.2B to $5.0B.
Across 5 reported observations, AUM increased 1205.1% between November 10, 2022 and August 28, 2026, from $386.1M to $5.0B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 60 advisory representatives and 2,621 clients, or 43.7 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 18 reported office locations and 21 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Donna Carol Gestl
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2636738
- Ownership
- Less than 5%
BRIAN WILLIAM KATZ
Chief Investment Officer
- CRD
- #4650594
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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PETER ADAMS
Advisor
- CRD
- #4293380
Nathan James Ahlberg
Wealth Advisor
- CRD
- #4934866
Showing 2 of 64 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,029,899,584 | $673,527 |
| Non-Discretionary | $8,780,933 | $1,756,187 |
| Total | $5,038,680,517 | $674,251 |
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Separately Managed Accounts
SMA allocation detail is available
Prosperity - AN Eisneramper Company has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Prosperity - AN Eisneramper Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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