Prism Wealth Management
Prism Wealth Management (CRD# 281702) is a financial advisory firm headquartered in Middleton, WI. They manage $30,692,482 in 232 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Prism Wealth Management
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts232ACCOUNTS
-
Average Account Value$132,295
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WI
Financial Advisors at Prism Wealth Management
1
Craig Peterman (CRD# 4377222) is an Investment Advisor Representative working at Prism Wealth Management in Middleton, WI and has over 23 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.