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
By the Numbers
-
Total Assets Under Management43MILLION
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Total Number of Accounts399ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Prism Wealth Management LLC
1
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 (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.
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