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Firm profile

Prosperity - an Eisneramper Company

OWINGS MILLS, MDCRD 133777Latest ADV February 4, 2026

Prosperity - An Eisneramper Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in Owings Mills, MD. Its latest Form ADV filing, dated February 4, 2026, reports $3.2B in regulatory assets under management, 66 employees, 13 offices, and 5,557 accounts.

Assets Under Management
$3.2B
Employees
66
Offices
13 offices
Total Clients
1,896
Primary office
OWINGS MILLS, MD
10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODonna C. Gestl
COOCassity N. Wingenbach

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
1,088
2
HNWI
40.2%
762
3
Corporations
1.1%
21
4
Charitable
1.0%
19
5
Pension Plans
0.3%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.2Bas of February 4, 2026
Discretionary99.6%
$3.2B
100% of total RAUM99.6%
Non-discretionary0.4%
$12M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.2B
Total Accounts5,557
10Y AUM Change+$3.0B (+1865.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees66
Clients per Employee29:1
10Y Employee Change+54 (+450.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.