Prism Wealth Partners, LLC

Overview

Prism Wealth Partners, LLC is a limited liability company that provides portfolio management for individuals and small businesses and performs selection of other advisers. The firm is registered with the SEC (registration year listed as unknown) and is state-registered in Alabama, Louisiana and Mississippi. Ownership is held by an individual, and the firm operates on a percentage-of-assets-under-management fee model. The firm identifies itself as a capital allocator and lists an affiliation with an insurance company, which suggests integration with insurance-distribution or product channels as part of its client solutions. Prism does not report active ESG investing as part of its stated approach.

Investments & Alternatives

Location & Offices