PRISM WEALTH MANAGEMENT

PRISM WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 281702). Regulatory assets under management: $46.0M.

Registration

• CRD: 281702
• Type: Registered investment adviser
• Phone: 608-841-1598
• Latest filing: 2026-03-25
• Regulatory AUM: $46.0M
• Discretionary AUM: $44.5M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281702 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search