firm profile
Prosperity - an Eisneramper Company
Overview
Prosperity - an Eisneramper Company is an SEC registered investment adviser based in Owings Mills, MD, registered since 2015. It reports $5B in assets under management across 7,473 accounts, with 82 employees. It has 65 investment adviser representatives.
- Reported AUM
- $5B
- Discretionary
- 100%
- Accounts
- 7,473
- Average account
- $674K
- Employees
- 82
- Advisory reps
- 65
- Registered since
- 2015
- Jurisdictions
- 37
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Jeffrey Thomas Lenhart President CRD 5484916
- Brian William Katz Chief Investment Officer CRD 4650594
- Cassity Nicole Wingenbach Chief Operating Officer CRD 5310099
1 more executive officer, with direct contact details
Advisory reps 3 of 65
- Peter Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4293380
- Nathan James Ahlberg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4934866
- Erin Ansalvish Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5436727
62 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 10065 Red Run Blvd Ste 200
Owings Mills, MD 21117 - County
- Baltimore
- Metro area
- Baltimore-Columbia-Towson, MD
- Region
- South
Registrations
- SEC registered
- Registered in 37 jurisdictions
- Website: prosperityconsult.com
Every state, with registration dates
Similar firms near Owings Mills
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- Glass Jacobson Wealth AdvisorsOwings Mills, MD$928M AUM
- Camden Partners Holdings, LLCOwings Mills, MD$37M AUM
- American Financial Management, Ltd.Owings Mills, MD$31.6M AUM
- Grotech Management CompanyOwings Mills, MD
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