Prism Wealth Management LLC

Prism Wealth Management LLC (CRD# 317881) is a financial advisory firm headquartered in Wooster, OH. They manage $42,500,000 in 399 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
127 E Liberty St, Suite 300, Wooster, OH 44691
https://www.clearretirementsolution.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $106,516
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Prism Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Dodaro, financial advisor Wooster OH
Robert L. Dodaro
CRD#: 6799094
127 E Liberty St, Suite 300, Wooster, OH 44691

Robert Dodaro (CRD# 6799094) is an Investment Advisor Representative working at Prism Wealth Management LLC in Wooster, OH and has over 6 years of experience in the finance industry.

2
Matthew Gilbert, financial advisor Wooster OH
Matthew L. Gilbert
CRD#: 6995594
127 E Liberty St, Suite 300, Wooster, OH 44691

Matthew Gilbert (CRD# 6995594) is an Investment Advisor Representative working at Prism Wealth Management LLC in Wooster, OH and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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