# PRISM WEALTH MANAGEMENT

PRISM WEALTH MANAGEMENT of WOOSTER, OH is an SEC-registered investment adviser.

## Registration

- CRD: 317881
- Type: SEC-registered investment adviser
- Location: 127 E LIBERTY ST, WOOSTER, OH, 44691
- Phone: (330) 804-0123
- Latest filing: 2026-06-08
- Regulatory AUM: $75.8M
- Discretionary AUM: $75.8M
- Clients: 3
- Accounts: 523

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317881/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317881/similar
- Related entities: https://search.stillhousedata.com/firm/317881/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317881

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.