PRISM WEALTH PARTNERS, LLC

Overview

Prism Wealth Partners, LLC is organized as an LLC that provides portfolio management for individuals and small businesses and acts as a selector of other advisers. The firm operates as a capital allocator, which indicates its role includes placing client assets with third‑party managers or strategies rather than relying solely on proprietary portfolios. Its stated fee model is a percentage of assets under management. Regulatory and operational attributes in the record show Prism Wealth Partners does not position itself as an active ESG investor, is not identified as a multi‑state adviser, and is not classified as a pension consultant or related adviser. The firm lists an affiliation with an insurance company, suggesting ties to insurance products or channels may be part of its distribution or client service model.