Prism Wealth Partners, LLC

Overview

Prism Wealth Partners, LLC is organized as a limited liability company that provides portfolio management services for individuals and small businesses and acts as a selector of other advisers. The firm bills on a percentage-of-assets basis and identifies itself as a capital allocator, which suggests its business model centers on placing client assets with outside managers or subadvisors rather than exclusively running in-house active strategies. Prism does not flag itself as an active ESG investor and is listed with an industry affiliation to an insurance company. Ownership is listed as individual and the adviser is not described as multi-state or newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices