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PRISM WEALTH MANAGEMENT
PRISM WEALTH MANAGEMENT LLC
CRD 317881
127 E LIBERTY ST, SUITE 300, WOOSTER, OH, 44691, United States
Phone
(330) 804-0123
Fax
(330) 804-0125
Registration
— (—)
Source
State registered
Total AUM
$75.8M
Discretionary AUM
$75.8M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $51.3M |
| High net worth individuals | 25 | $24.5M |
All web addresses on file
Official SEC filing: View on IAPD