Prism Wealth Management

Overview

Prism Wealth Management is an Ohio-based limited liability company operating as an independent RIA focused on individual and family clients. The firm is individually owned and charges fees as a percentage of assets under management. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Prism identifies as a capital allocator and lists an affiliation with an insurance company. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices