CRD: 133777
Prosperity - AN Eisneramper Company
$3.2B Total AUM
$3.2B Disc. AUM
80.4% 3Y CAGR
66 Employees
1,902 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 03-02-2005
- Office Locations
- 18
Office Locations
10065 RED RUN Boulevard Suite 200 Owings Mills MD
111 Wood Avenue South Suite 110 Iselin NJ
115 Federal Street Suite 901 Boston MA
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.
Team overview
51 AVG AGE
$57.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.8 yrs AVG TENURE
66 Employees
56 Advisory Reps
57 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Focus Radial Ember Frontier catalyst Meridian horizon
Client Personas
Matrix peak North
CRM
Matrix
Custodian
Ridge Pathway unison
Investment Themes
Catalyst oak Meridian Insight north Foundation timber Matrix Value
Investment Vehicles
Prime insight Signal atlas Prime
Services
Ember Ember vector Pathway Horizon north Delta quantum Alpha insight Momentum Focus focus Optima Vertex Wave wave Peak Zenith alpha Frontier vertex
Technology
Vital
Owner & Executives
Donna Carol Gestl
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2636738
- Ownership
- Less than 5%
(979) 521-3145
matrix.timber@focuscapital.com
in linkedin.com/in/glacier-momentum
Michele L Martin
Advisor, President
- CRD
- #5653595
- Ownership
- Less than 5%
(775) 214-6033
vital.vector@signalcapital.com
in linkedin.com/in/wave-alpha
T
Timber pioneer
North focus
- CRD
- #86798
- Ownership
- 34.6%
(325) 831-6015
vector.optima@meridiancapital.com
in linkedin.com/in/optima-capital
Showing 2 of 3 owners & executives
Unlock allContacts
PETER ADAMS
Advisor
- CRD
- #4293380
(829) 402-8059
legacy.ember@crestcapital.com
in linkedin.com/in/delta-eagle
Nathan James Ahlberg
Wealth Advisor
- CRD
- #4934866
(683) 881-1331
ember.radial@vectorcapital.com
in linkedin.com/in/zenith-zenith
E
Element beacon
Eagle foundation pioneer
- CRD
- #56847
(887) 626-4134
value.prime@beaconcapital.com
in linkedin.com/in/ember-radial
Showing 2 of 61 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,184,220,086 | $573,940 |
| Non-Discretionary | $11,678,177 | $1,297,575 |
| Total | $3,195,898,263 | $575,112 |
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Separately Managed Accounts
Total SMA Asset: $3,195,898,263
Public Funds:
22.7% Equity - Exchange:
15.2% Cash:
16.6% Municipal Bonds:
27.9% Corporate - Investment Grade:
7.3% U.S. Government/Agency:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $397,889,421 | 22.7% |
| Equity - Exchange | $266,428,158 | 15.2% |
| Cash | $290,967,594 | 16.6% |
| Municipal Bonds | $489,035,896 | 27.9% |
| Corporate - Investment Grade | $127,955,629 | 7.3% |
| U.S. Government/Agency | $180,540,133 | 10.3% |
| Total | $1,752,816,831 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK RADIAL | MATRIX ZENITH | F6N86GQBJ | VGMB | 2.99% | $52,580,318 |
| ELEMENT FRONTIER SUMMIT | SIGNAL VALUE | 3M92FFBTO | QJY | 1.61% | $16,174,196 |
| ZENITH VECTOR HARBOR | PIONEER PIONEER | C67BY501S | AGZPO | 7.20% | $19,498,701 |
| MATRIX RIDGE GLACIER | GLACIER QUANTUM | EY525DKU7 | OOIF | 10.99% | $22,916,128 |
| VITAL VITAL EMBER | HARBOR BRIDGE | WB5S34DDH | CLMF | 4.06% | $86,176,898 |
| HARBOR RIDGE RIDGE | FOCUS VITAL | NH7ECMZZA | JEWO | 4.75% | $5,862,335 |
| FRONTIER ELEMENT | INSIGHT HORIZON | YBENGXB70 | NUNEC | 3.11% | $8,820,567 |
| LEGACY HARBOR | FOUNDATION ELEMENT | AYW4WBI0A | NQW | 9.66% | $25,944,094 |