Prism Wealth Management

Overview

Prism Wealth Management is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges fees based on a percentage of assets under management and offers financial planning alongside portfolio management for individuals, small businesses, and other business or institutional clients. Prism also engages in publishing periodicals or newsletters as part of its advisory activities. It does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives