PRISM WEALTH MANAGEMENT

PRISM WEALTH MANAGEMENT of WOOSTER, OH is an SEC-registered investment adviser (CRD 317881). Regulatory assets under management: $75.8M.

Registration

• CRD: 317881
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317881 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search