Prism Wealth Management
Prism Wealth Management (CRD# 281702) is a financial advisory firm headquartered in Middleton, WI. They manage $20,526,876 in 171 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$120,040
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients