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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Vertex focus
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About Prism Wealth Management
Prism Wealth Management provides retirement-focused financial planning for retirees and families, with emphasis on tax strategies, Social Security decisions, and turning savings into a tax-efficient income stream across accumulation, distribution, and preservation. The firm builds coordinated asset-allocation and risk-aware retirement income plans and offers Generational Vault, a secure 24/7 portal for document storage and account snapshots.
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Owner & Executives
CRAIG E PETERMAN
Managing Director, Managing Member
- CRD
- #4377222
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,500,000 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $46,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $949,507,744 | 16.1% |
| Equity - Exchange | $383,341,636 | 6.5% |
| Municipal Bonds | $1,096,946,835 | 18.6% |
| U.S. Government/Agency | $1,220,795,671 | 20.7% |
| Private Funds | $1,043,868,762 | 17.7% |
| Cash | $1,203,102,979 | 20.4% |
| Total | $5,897,563,627 | 100.0% |