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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $657.1K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Prism Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CRAIG E PETERMAN
Managing Director, Managing Member
- CRD
- #4377222
- Ownership
- 75% or more
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No AUM history available
| 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
SMA allocation detail is available
Prism Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.