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, owner-operated RIA organized as an LLC that focuses on serving individuals and families. The firm bills on a percentage-of-AUM basis and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Prism describes itself as a capital allocator, meaning it places client capital with outside managers and funds in addition to managing portfolios directly. It does not identify as an active ESG investor and is not positioned 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
2 of 2ROBERT 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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