Prism Wealth Management
Firm details
- Headquarters
- Wooster, Ohio
- CRD number
- 317881
- Website
- myprismwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.66%
- HNWI32.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Prism Wealth Management is an independent, individual-owned RIA that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers—functions that position it as a capital allocator to outside managers. Prism does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents6%
Contacts
3 of 3
Kaleb Lamb
Associate Financial AdvisorCRD 8287169
Robert Dodaro
FounderCRD 6799094
Matthew Gilbert
Investment Advisor RepresentativeCRD 6995594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wooster, OH
Wayne
Location
Wooster, OH
Headquartered in Wooster, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Wayne
- Address
- 127 E Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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