DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Prosperity - An Eisneramper Company
Legal name The Prosperity Consulting Group, LLC
Latest filing Aug 28, 2026
First filing on the tape May 14, 2015 · 51 filings
SEC status approved since May 18, 2015
RAUM
$5.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$5.0B individuals and HNW
Advisors
63
registered through the firm on IAPD
RAUM per advisor
$80.0M
derived; firm RAUM over IAPD count
Employees
82
60 advisory (5.B.1)
Offices
14
beyond the principal office
Private funds
0
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$5.0B as of Aug 28, 2026
Feb 4, 2016$121M then
HNW client RAUM$4.2B as of Aug 28, 2026
Mar 29, 2018$160M then
State-registered IARs (5.B.3)65 as of Aug 28, 2026
Feb 4, 20167 then
Employees (5.A)82 as of Aug 28, 2026
Feb 4, 201610 then
Private funds: no history
RAUM +73% over the last fiscal year+131% a year over threeIARs 45 to 65offices 9 to 14
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $80.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $674,251derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.2derived15 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +27%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $2.4B, 2,010 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.2B84%
- Individuals$741M15%
- Corporations and businesses$34.9M0.7%
- Charitable organizations$24.8M0.5%
- Pension and profit-sharing plans$6.9M0.1%
- Individual clients
- 1,374reported
- HNW clients
- 995reported
- Pension plan clients
- 10reported
- Charitable clients
- 14reported
- Accounts
- 7,473reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.4B for 2,010 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=49.0derived
Advisors registered through the firm
64 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Donna Carol GestlCertified Financial Planner | Owings Mills, Md | Mar 2, 2005 | 30 y | 1 |
| Lauren Michelle RebbelCertified Financial Planner | Owings Mills, Md | Oct 22, 2013 | 24 y | 4 |
| Sean ReitenbachChartered Financial Analyst | Owings Mills, Md | Mar 24, 2021 | 11 y | 0 |
| Melanie Epstein Denk | Owings Mills, Md | Mar 24, 2021 | 24 y | 0 |
| Donald Nathan Hoffman | Owings Mills, Md | Mar 25, 2021 | 46 y | 3 |
| Erin AnsalvishCertified Financial Planner | Owings Mills, Md | Feb 8, 2023 | 19 y | 1 |
| Brian Lee Thorkelson | Minneapolis, Mn | Aug 30, 2023 | 19 y | 3 |
| Nathan James AhlbergCertified Financial Planner | Owings Mills, Md | Aug 30, 2023 | 11 y | 1 |
| Michele L MartinChartered Financial Consultant | Minneapolis, Mn | Aug 30, 2023 | 17 y | 3 |
| Joseph Lee England | Owings Mills, Md | Nov 15, 2023 | 31 y | 3 |
| William Paul St.Clair | Mount Laurel, Nj | Nov 15, 2023 | 29 y | 3 |
| Ryan Dennis Tyrell | Owings Mills, Md | Nov 15, 2023 | 22 y | 2 |
| Hal Joel Michels | Owings Mills, Md | Nov 15, 2023 | 26 y | 3 |
| Alan Bruce Gubernick | Owings Mills, Md | Nov 15, 2023 | 27 y | 3 |
| Lawrence Seigelstein | Iselin, Nj | Feb 20, 2024 | 36 y | 3 |
| Sabrina Mangual | New York, Ny | Feb 20, 2024 | 16 y | 5 |
| Marc ScudilloCertified Financial Planner | Iselin, Nj | Feb 20, 2024 | 29 y | 3 |
| Patrick Joseph Rogers | Owings Mills, Md | Feb 20, 2024 | 17 y | 1 |
| Lawrence HamiltonCertified Financial Planner, Personal Financial Specialist | Owings Mills, Md | Aug 7, 2024 | 27 y | 2 |
| Jennifer Allyn MckinnonCertified Financial Planner | Owings Mills, Md | Aug 7, 2024 | 33 y | 3 |
| Adam Eli Barton Buchanan | Raleigh, Nc | Aug 7, 2024 | 13 y | 2 |
| Cheryl Lynne Rhew | Owings Mills, Md | Aug 7, 2024 | 11 y | 2 |
| Timothy Scott Naylor | Owings Mills, Md | Aug 7, 2024 | 23 y | 2 |
| Elizabeth Broadway | Owings Mills, Md | Aug 7, 2024 | 19 y | 2 |
| Matthew SchanzCertified Financial Planner | Raleigh, Nc | Aug 7, 2024 | 12 y | 3 |
| Nancy Lydon Campbell | Owings Mills, Md | Aug 7, 2024 | 24 y | 2 |
| Timothy Craig Gupton | Raleigh, Nc | Aug 7, 2024 | 34 y | 2 |
| Heather Lynn Dean | Owings Mills, Md | Aug 7, 2024 | 21 y | 2 |
| Robert Brooks Malone | Raleigh, Nc | Aug 7, 2024 | 36 y | 2 |
| John Mark Livingston | Owings Mills, Md | Aug 12, 2024 | 25 y | 2 |
| Arthur Kent Pittman | Owings Mills, Md | Aug 12, 2024 | 43 y | 2 |
| Peter AdamsCertified Financial Planner | Owings Mills, Md | Aug 13, 2024 | 32 y | 2 |
| Steven Daniel Katzenstein | Owings Mills, Md | Aug 14, 2024 | 31 y | 2 |
| Justin Paul ShureCertified Financial Planner | Iselin, Nj | Aug 16, 2024 | 22 y | 4 |
| Cassity Nicole Wingenbach | Minneapolis, Mn | Aug 19, 2024 | 23 y | 1 |
| Robert Fradella | Owings Mills, Md | Aug 27, 2024 | 17 y | 0 |
| Robert OakesCertified Financial Planner, Personal Financial Specialist | Owings Mills, Md | Sep 3, 2024 | 17 y | 2 |
| Jermaine GuthrieCertified Financial Planner | Owings Mills, Md | Oct 18, 2024 | 23 y | 3 |
| Alysa Vanessa Enriquez | Owings Mills, Md | Nov 11, 2024 | 11 y | 3 |
| Jaime Facchino | Owings Mills, Md | Jan 1, 2025 | 22 y | 6 |
Advisor movement
3 left, 7 joined in 12 months
net +4 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 4.8% of current headcount6 left over 36 months
Left, latest
- Michael Kipp Riley to Legacy Financial AdvisorsJun 12, 2026 · RIA to a state-registered adviser
- Joshua Maurizio Comune to Td Private Client Wealth LLCJun 3, 2026 · RIA to affiliated broker-dealer or bank
- Joseph Valenza to Global Retirement Partners LLCOct 24, 2025 · Other
- Tom Dimicelli to J.P. Morgan Securities LLCSep 3, 2025 · RIA to wirehouse
- Nancy Burns Brzozowski to Stratos Wealth Partners, LtdJun 11, 2025 · RIA to affiliated broker-dealer or bank
- David Gottlieb to SavvyMar 4, 2024 · RIA to RIA
- William Clement Martin to Sagepoint Financial, Inc.Jun 8, 2023 · RIA to affiliated broker-dealer or bank
- Linda Louise Stapf to Lexaurum AdvisorsDec 13, 2019 · RIA to RIA
Joined, latest
- Jeffrey Thomas Lenhart from Forvis Mazars Wealth Advisors, LLCAug 28, 2026 · RIA to RIA
- Nancy Burns Brzozowski from Stratos Wealth Partners, LtdJul 27, 2026 · Affiliated broker-dealer or bank to independent RIA
- Merryll Dyan Mcelwain from Morgan StanleyMar 4, 2026 · Wirehouse to independent RIA
- Keon Kristofor Khamsehpour from LnwFeb 19, 2026 · RIA to RIA
- Peter Leo Murphy from One Charles Private WealthJan 23, 2026 · RIA to RIA
- Joseph A Granahan from Mycio Wealth Partners, LLCJan 12, 2026 · RIA to RIA
- Cameron Mackoul from MML Investors Services, LLCSep 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jennifer Siraco from MML Investors Services, LLCSep 7, 2025 · Affiliated broker-dealer or bank to independent RIA
- Alan Craig Bolotin from MML Investors Services, LLCSep 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Micah Bolotin from MML Investors Services, LLCSep 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jared S Bolotin from MML Investors Services, LLCSep 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Christopher Barrett from MML Investors Services, LLCSep 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Matthew Thomas Hynes from Mth Financial AdvisoryAug 11, 2025 · Other
- Brian Joseph Schad from Choreo, LLCAug 11, 2025 · RIA to RIA
- Ana Paola Bou- Goldsmith from Idb Lido Wealth, LLCMay 23, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from MML Investors Services, LLCSep 25, 2025 · Boston, Ma
- 8 joined from Avantax Advisory ServicesAug 19, 2024 · Raleigh, Nc
- 7 joined from Avantax Advisory ServicesAug 19, 2024 · Dallas, Tx
- 5 joined from Eisneramper Wealth Management & Corporate Benefits, LLCFeb 22, 2024 · Iselin, Nj · Firm absorbed
- 2 joined from Eisneramper Wealth Management & Corporate Benefits, LLCNov 15, 2023 · Mount Laurel, Nj
- 4 joined from Eisneramper Wealth Management & Corporate Benefits, LLCNov 15, 2023 · Philadelphia, Pa
- 3 joined from Advisornet Wealth PartnersAug 24, 2023 · Minnetonka, Mn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Carol Donna Gestl · Ccocontrolsince 01/2006 · owns less than 5%
- Nathan Donald Hoffman · Regional Presidentcontrolsince 01/2000 · owns less than 5%
- William Brian Katz · Chief Investment Officercontrolsince 08/2026 · owns less than 5%
- Thomas Jeffrey Lenhart · Presidentcontrolsince 08/2026 · owns less than 5%
- L Michele Martin · Presidentcontrolsince 07/2023 · owns less than 5%
- Nicole Cassity Wingenbach · Chief Operating Officercontrolsince 01/2024 · owns less than 5%
Entity owners
- Eag Wealth Management Strategies, · Memberdirect · owns 75% or more
- Eag Wealth Management Strategies, LLC · Memberdirect · owns 75% or more
- Prosperity C Corp · Memberdirect · owns 10% to 25%
- Eag Gp, LLC · General Partnerindirect · owns F of Eag Holdings L.P.
- Eag Holdings L.P. · Shareholderindirect · owns 75% or more of Eag Top Intermediate Holdings, Inc.
- Eag Inc. · Shareholderindirect · owns 75% or more of Eisner Advisory Holdco LLC
- Eag Sub Intermediate Holdings, Inc. · Shareholderindirect · owns 75% or more of Eag Inc.
- Eag Top Intermediate Holdings, Inc. · Shareholderindirect · owns 75% or more of Eag Sub Intermediate Holdings, Inc.
- Eag Wealth Management Strategies, LLC · Memberindirect · owns 75% or more of Prosperity C Corp
- Eisner Advisory Group, LLC · Memberindirect · owns 75% or more of Eag Wealth Management Strategies, LLC
- Eisner Advisory Holdco LLC · Shareholderindirect · owns 75% or more of Eisner Advisory Group, LLC
- Ti V Eag Investment Aggregator, L.P. · Shareholderindirect · owns 75% or more of Eag Holdings L.P.
- Towerbrook Investors V (Onshore), L.P. · Shareholderindirect · owns 50% to 75% of Ti V Eag Investment Aggregator, L.P.
Related persons
Schedule D 7.A
- Eisner Advisory Group LLCLP sponsory
- Eisneramper, Llpinsurancen
Advisers that list Prosperity - An Eisneramper Company as a related person
- 121863 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Owings Mills, Md · principal | 63 | 11 | 1 | ||
| Raleigh, Nc | 18 | 1 | 0 | ||
| Iselin, Nj | 8 | 2 | 0 | ||
| Minneapolis, Mn | 7 | 2 | 0 | ||
| Philadelphia, Pa | 5 | 1 | 1 | ||
| Boston, Ma | 4 | 1 | 0 | ||
| Pasadena, Ca | 3 | 1 | 0 | ||
| New York, Ny | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Raleigh, NC21 employees
- Iselin, NJ12 employees
- Philadelphia, PA5 employees
- Minneapolis, MN5 employees
- New York, NY2 employees
- West Palm Beach, FL1 employees
- Mount Laurel, NJ1 employees
- Fort Myers, FL1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 28, 2026KATZ, BRIAN, WILLIAM (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2024-10-29 and 2026-08-28peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 28, 2026LENHART, JEFFREY, THOMAS (PRESIDENT) appeared on Schedule A between the filings of 2024-10-29 and 2026-08-28peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 28, 2026HOFFMAN, DONALD, NATHAN (REGIONAL PRESIDENT) left Schedule A between the filings of 2024-10-29 and 2026-08-28peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 28, 2026Martin, Michele, L (PRESIDENT) left Schedule A between the filings of 2024-10-29 and 2026-08-28peers: independent wealth managers, $5B to $20B (289)
- new owner headcount expandsCombination · filing Feb 4, 2026EAG WEALTH MANAGEMENT STRATEGIES, joined Schedule A on the filing of 2026-08-28; advisors 45.0 to 57.0 between the annual amendments of 2025-03-05 and 2026-02-04peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 5,557 to 7,473Jul 17, 2026 to Aug 28, 2026
- Advisory employees · 56 to 60Jul 17, 2026 to Aug 28, 2026
- BD registered reps · 48 to 49Jul 17, 2026 to Aug 28, 2026
- Charity clients · 19 to 14Jul 17, 2026 to Aug 28, 2026
- Corporate clients · 21 to 19Jul 17, 2026 to Aug 28, 2026
- HNW clients · 762 to 995Jul 17, 2026 to Aug 28, 2026
- Individual clients · 1,088 to 1,374Jul 17, 2026 to Aug 28, 2026
- Pension plan clients · 6 to 10Jul 17, 2026 to Aug 28, 2026
- Assets in custody · $1.6B to $2.4BJul 17, 2026 to Aug 28, 2026
- Employees · 66 to 82Jul 17, 2026 to Aug 28, 2026
- State-registered IARs · 57 to 65Jul 17, 2026 to Aug 28, 2026
- Other offices · 13 to 14Jul 17, 2026 to Aug 28, 2026
- Discretionary RAUM · $3.2B to $5.0BJul 17, 2026 to Aug 28, 2026
- HNW RAUM · $2.6B to $4.2BJul 17, 2026 to Aug 28, 2026
- Individual RAUM · $535M to $741MJul 17, 2026 to Aug 28, 2026
- Non-discretionary RAUM · $11.7M to $8.8MJul 17, 2026 to Aug 28, 2026
- Pension RAUM · $4.1M to $6.9MJul 17, 2026 to Aug 28, 2026
- RAUM · $3.2B to $5.0BJul 17, 2026 to Aug 28, 2026
- Other offices · 12 to 13Oct 15, 2025 to Feb 4, 2026
- Accounts · 5,322 to 5,557May 7, 2025 to Oct 15, 2025
- Advisory employees · 46 to 56May 7, 2025 to Oct 15, 2025
- Advisory activities · 4 to 5May 7, 2025 to Oct 15, 2025
- BD registered reps · 42 to 48May 7, 2025 to Oct 15, 2025
- Charity clients · 14 to 19May 7, 2025 to Oct 15, 2025
- Corporate clients · 16 to 21May 7, 2025 to Oct 15, 2025
- Individual clients · 1,011 to 1,088May 7, 2025 to Oct 15, 2025
- Pension plan clients · 8 to 6May 7, 2025 to Oct 15, 2025
- Assets in custody · $1.4B to $1.6BMay 7, 2025 to Oct 15, 2025
- Employees · 51 to 66May 7, 2025 to Oct 15, 2025
- State-registered IARs · 45 to 57May 7, 2025 to Oct 15, 2025
- Other offices · 9 to 12May 7, 2025 to Oct 15, 2025
- Discretionary RAUM · $2.9B to $3.2BMay 7, 2025 to Oct 15, 2025
- HNW RAUM · $2.4B to $2.6BMay 7, 2025 to Oct 15, 2025
- Individual RAUM · $472M to $535MMay 7, 2025 to Oct 15, 2025
- Non-discretionary RAUM · $10.2M to $11.7MMay 7, 2025 to Oct 15, 2025
- Pension RAUM · $5.5M to $4.1MMay 7, 2025 to Oct 15, 2025
- RAUM · $2.9B to $3.2BMay 7, 2025 to Oct 15, 2025
- Financial planning clients · More than 500 to More than 500Mar 5, 2025 to May 7, 2025
- Other offices · 8 to 9Jan 24, 2025 to Mar 5, 2025
- Accounts · 2,271 to 5,322Sep 18, 2024 to Oct 29, 2024
Signals
27 dated events
- Andrew Kuhl registered as an investment adviser representative at Prosperity - An Eisneramper CompanySep 16, 2026 · Advisor registered · fact
- Prosperity - An Eisneramper Company reported RAUM $5.0B, up 58% from $3.2B (2026-07-17 to 2026-08-28)Aug 28, 2026 · RAUM change · derived
- Michael Kipp Riley left Prosperity - An Eisneramper Company for Legacy Financial Advisors (registered 2026-06-18)Jun 12, 2026 · Advisor changed firm · fact
- Joshua Maurizio Comune left Prosperity - An Eisneramper Company for Td Private Client Wealth Llc (registered 2026-06-03)Jun 3, 2026 · Advisor changed firm · fact
- Joseph Valenza left Prosperity - An Eisneramper Company for Global Retirement Partners Llc (registered 2026-03-02)Oct 24, 2025 · Advisor changed firm · fact
- Prosperity - An Eisneramper Company reported 57 state-registered advisory representatives, up from 45 (2025-05-07 to 2025-10-15)Oct 15, 2025 · Advisor headcount change · derived
- 5 advisors left MML Investors Services, LLC (Boston, MA) for Prosperity - AN Eisneramper Company on the same daySep 25, 2025 · Team lift-out · derived
- Tom Dimicelli left Prosperity - An Eisneramper Company for J.P. Morgan Securities Llc (registered 2025-09-11)Sep 3, 2025 · Advisor changed firm · fact
- Nancy Burns Brzozowski left Prosperity - An Eisneramper Company for Stratos Wealth Partners, Ltd (registered 2025-07-10)Jun 11, 2025 · Advisor changed firm · fact
- Prosperity - An Eisneramper Company reported 45 state-registered advisory representatives, up from 25 (2024-09-18 to 2024-10-29)Oct 29, 2024 · Advisor headcount change · derived
- Prosperity - An Eisneramper Company reported RAUM $2.9B, up 173% from $1.1B (2024-09-18 to 2024-10-29)Oct 29, 2024 · RAUM change · derived
- 12 advisors left Avantax Advisory Services (Raleigh, NC) for Prosperity - AN Eisneramper Company on the same dayAug 19, 2024 · Team lift-out · derived
- 3 advisors left Avantax Advisory Services (Dallas, TX) for Prosperity - AN Eisneramper Company on the same dayAug 19, 2024 · Team lift-out · derived
- Cassity Wingenbach (Chief Operating Officer) appeared on Schedule A of Prosperity - An Eisneramper CompanyAug 6, 2024 · Control person joined · fact
- David Gottlieb left Prosperity - An Eisneramper Company for Savvy (registered 2024-03-11)Mar 4, 2024 · Advisor changed firm · fact
- Prosperity - An Eisneramper Company reported 25 state-registered advisory representatives, up from 8 (2023-11-15 to 2024-02-23)Feb 23, 2024 · Advisor headcount change · derived
- Prosperity - An Eisneramper Company reported RAUM $1.1B, up 163% from $406.8M (2023-11-15 to 2024-02-23)Feb 23, 2024 · RAUM change · derived
- Eisneramper Wealth Management & Corporate Benefits, LLC's advisors moved to Prosperity - AN Eisneramper Company (Iselin, NJ): 4 of 7 registered, on the same dayFeb 22, 2024 · Firm absorbed (people side) · derived
- 2 advisors left Eisneramper Wealth Management & Corporate Benefits, LLC (Mount Laurel, NJ) for Prosperity - AN Eisneramper Company on the same dayNov 15, 2023 · Team lift-out · derived
- 4 advisors left Eisneramper Wealth Management & Corporate Benefits, LLC (Philadelphia, PA) for Prosperity - AN Eisneramper Company on the same dayNov 15, 2023 · Team lift-out · derived
- 3 advisors left Advisornet Wealth Partners (Minnetonka, MN) for Prosperity - AN Eisneramper Company on the same dayAug 24, 2023 · Team lift-out · derived
- The Prosperity Consulting Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 4, 2023 · Succession (Item 4) · fact
- William Clement Martin left Prosperity - An Eisneramper Company for Sagepoint Financial, Inc. (registered 2023-08-02)Jun 8, 2023 · Advisor changed firm · fact
- Nathan Donald Hoffman (President) appeared on Schedule A of Prosperity - An Eisneramper CompanyApr 14, 2023 · Control person joined · fact
- L Michele Martin (*President) appeared on Schedule A of Prosperity - An Eisneramper CompanyApr 14, 2023 · Control person joined · fact
- Nathan Donald Hoffman (President) no longer on Schedule A of Prosperity - An Eisneramper Company (listed 2022-02-10, absent 2022-11-10)Nov 10, 2022 · Control person left · inference
- The Prosperity Consulting Group, Llc filed its initial SEC registration (Form ADV)May 14, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/prosperityea/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- prosperityea.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 410-363-7211reportedpublic record, Form ADV, Aug 28, 2026
- Contact form
- prosperityea.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- prosperityea.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $80.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026