# Prism Wealth Management

> Prism Wealth Management is a state-registered investment advisory firm in Wooster, OH, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 317881
- Filed as: PRISM WEALTH MANAGEMENT
- Legal name: Prism Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wooster, OH
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317881
- AdvisorCensus page: https://advisorcensus.com/firm/prism-wealth-management-wooster-oh-317881

## Quick answers

**How is Prism Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Prism Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Prism Wealth Management located?**
Prism Wealth Management's principal office is in Wooster, OH, according to its Form ADV.

**Is Prism Wealth Management registered with the SEC or a state?**
Prism Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317881.

**How much does Prism Wealth Management manage?**
Prism Wealth Management reports $75,750,000 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**What types of clients does Prism Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (283); high net worth individuals (25).

**Does Prism Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317881

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,750,000
- Discretionary: $75,750,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 283 | $51,250,000 |
| High net worth individuals | 25 | $24,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearretirementsolution.com
- myprismwealth.com
- prismwealthohio.com
- wealthofohio.com
- Facebook @MyPrismWealth
- LinkedIn @robertdodaro

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prism Wealth Management (CRD 317881): Form ADV filing data as of October 2026.