The Prosperity Consulting Group, LLC
● SEC registered since 2015CRD 133777SEC# 801-96321Owings Mills, MD
Reg. AUM
$5.04B
Employees
82
Accounts
7,473
Location
Owings Mills, MD
The Prosperity Consulting Group, LLC assets under management
The Prosperity Consulting Group, LLC is an investment advisory firm registered with the SEC based in Owings Mills, MD. The firm has been registered since 2015. It reports $5 billion in regulatory assets under management and employs 82 people.
The Prosperity Consulting Group, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Katz Control | Chief Investment Officer | Under 5% | 2026 |
| Cassity Nicole Wingenbach Control | Chief Operating Officer | Under 5% | 2024 |
| Donna Carol Gestl Control | Cco | Under 5% | 2006 |
| Eag Wealth Management Strategies, LLC Control | Member | Over 75% | 2022 |
| Jeffrey Thomas Lenhart Control | President | Under 5% | 2026 |
| Prosperity C Corp Control | Member | 10-25% | 2022 |
| Eag GP, LLC Control | General Partner | — | 2022 |
| Eag Holdings L.P. Control | Shareholder | Over 75% | 2022 |
| Eag Inc. Control | Shareholder | Over 75% | 2022 |
| Eag Sub Intermediate Holdings, Inc. Control | Shareholder | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does The Prosperity Consulting Group, LLC manage?
The Prosperity Consulting Group, LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does The Prosperity Consulting Group, LLC have?
The Prosperity Consulting Group, LLC reports 82 employees.
Where is The Prosperity Consulting Group, LLC located?
The Prosperity Consulting Group, LLC is based in Owings Mills, MD and has been SEC-registered since 2015.
Does The Prosperity Consulting Group, LLC disclose fund performance?
The Prosperity Consulting Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10065 Red Run Boulevard, Suite 200, Owings Mills, MD 21117 |
| Phone | 410-363-7211 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1910398 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.04B▲ 73%
Jan '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,340 advisers
EmployeesTop 8%
More than 92% of 16,820 advisers
Assets under management
$5.04Bregulatory AUM
Discretionary $5.03BNon-discretionary $8.8M