# PRISM PLANNING AND SOLUTIONS GROUP

PRISM PLANNING AND SOLUTIONS GROUP of WHITE PLAINS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 340003
- Type: SEC-registered investment adviser
- SEC file number: 801-135208
- Location: 777 WESTCHESTER AVE., WHITE PLAINS, NY, 10604
- Phone: (914) 831-3050
- Latest filing: 2026-08-07
- Regulatory AUM: $157.0M
- Discretionary AUM: $22.0M
- Non-discretionary AUM: $135.1M
- Clients: 5
- Accounts: 426

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Julia Anne Teresa Peloso-Barnes | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340003/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340003/similar
- Related entities: https://search.stillhousedata.com/firm/340003/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340003

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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.