P
$157.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
5 Employees
426 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- AtlasAlpha +more
- Established Date
- 02-01-2026
- Office Locations
- 1
Office Locations
777 Westchester Ave. Suite 101 White Plains NY
About Prism Planning AND Solutions Group
Prism Planning AND Solutions Group is a White Plains-based RIA. The firm has been operating for 0 years. Managing $157.0M in total assets under management, with 3 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$52.3M AVG AUM / ADVISOR
$368.6K AVG AUM / CLIENT
0.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Harbor
Client Personas
Vector pioneer
Custodian
Oak Fusion insight Bridge Focus harbor Legacy
Investment Themes
North Horizon Radial Wave horizon
Investment Vehicles
Focus delta
Platform
Glacier capital
Services
Vertex pathway Focus capital Pathway value Foundation catalyst Capital optima Summit
Technology
Ember element Radial prime Pioneer Momentum
Owner & Executives
JULIA ANNE TERESA PELOSO-BARNES
Managing Member
- CRD
- #1260944
- Ownership
- 75% or more
(963) 896-5572
crest.bridge@signalcapital.com
in linkedin.com/in/vector-vertex
LEILA MEHRIZI SHAVER
Founder
- CRD
- --
- Ownership
- Less than 5%
(248) 439-2143
foundation.foundation@embercapital.com
in linkedin.com/in/ridge-vital
Showing 2 of 2 owners & executives
Unlock allContacts
Brianna Michelle Melahn
--
- CRD
- #7057063
(671) 760-8976
ridge.summit@glaciercapital.com
in linkedin.com/in/radial-atlas
N
NAOKA NAKAGAWA
--
- CRD
- #4503583
(692) 692-6189
vertex.legacy@deltacapital.com
in linkedin.com/in/momentum-element
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,951,137 | $161,405 |
| Non-Discretionary | $135,062,456 | $465,733 |
| Total | $157,013,593 | $368,577 |
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Separately Managed Accounts
Total SMA Asset: $157,013,593
Public Funds:
23.6% Equity - OTC:
18.6% Equity - Exchange:
8.7% Cash:
12.8% Other:
26.0% Municipal Bonds:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $580,680,923 | 23.6% |
| Equity - OTC | $457,655,304 | 18.6% |
| Equity - Exchange | $214,064,578 | 8.7% |
| Cash | $314,945,585 | 12.8% |
| Other | $639,733,220 | 26.0% |
| Municipal Bonds | $253,432,776 | 10.3% |
| Total | $2,460,512,386 | 100.0% |