# THE PROSPERITY CONSULTING GROUP, LLC

THE PROSPERITY CONSULTING GROUP, LLC of OWINGS MILLS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 133777
- Type: SEC-registered investment adviser
- SEC file number: 801-96321
- Location: 10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, 21117
- Phone: 410-363-7211
- Latest filing: 2026-07-17
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $11.7M
- Clients: 66
- Accounts: 5,557

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Donna Carol Gestl | CCO | — |
| Michele L Martin | PRESIDENT | — |
| Cassity Nicole Wingenbach | CHIEF OPERATING OFFICER | — |
| Donald Nathan Hoffman | REGIONAL PRESIDENT | — |
| HOFFMAN DONALD NATHAN | PRESIDENT; REGIONAL PRESIDENT | — |
| KLEEMAN JEFFREY MARK | MEMBER | — |
| TOPOLSKI MARK RAYMOND | MEMBER | — |
| CHAZEN JOEL BRUCE | MEMBER | — |
| GESTL DONNA CAROL | CCO; MEMBER/CCO | — |
| MARTIN DANIELLE L | PRESIDENT; \*PRESIDENT | — |
| Wingenbach Cassity | CHIEF OPERATING OFFICER | — |
| Wingenbach Cassity Nicole | CHIEF OPERATING OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133777/similar
- Related entities: https://search.stillhousedata.com/firm/133777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.