Chief Operating Officer · Prosperity - AN Eisneramper Company
Cassity N. Wingenbach
CRD 5310099 · Named on Form ADV at one SEC-registered adviser
At a glance
Prosperity - AN Eisneramper Company, an SEC-registered wealth manager based in Owings Mills, MD with $5.0 billion in regulatory assets, lists Cassity N. Wingenbach on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Prosperity - AN Eisneramper CompanyChief Operating OfficerWealth manager · Owings Mills, MD · $5.0B in regulatory assets
AtlasMembers
Cassity’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Donna C. GestlCCO, Prosperity - AN Eisneramper Company
- Jeffrey T. LenhartPresident, Prosperity - AN Eisneramper Company
- Brian W. KatzChief Investment Officer, Prosperity - AN Eisneramper Company
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cassity’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.