RIA Intel›Advisers›Ohio›PRISM WEALTH MANAGEMENT LLC

PRISM WEALTH MANAGEMENT LLC

Advisory

WOOSTER, OH

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in OH
#660
of 748 advisers by AUM
Average account
$145K
across 523 accounts
AUM per adviser
$25M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM
$76M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients308
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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