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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-31-2022
- Office Locations
- 1
Office Locations
About Prism Wealth Management
Prism Wealth Management is a Wooster, OH RIA focused on retirement planning for local retirees, covering tax strategies, Social Security decisions, and coordinated income planning across accumulation, distribution, and preservation with asset allocation and risk management. Portfolios are ETF-centric, with client accounts supported by its Generational Vault portal for secure document storage and daily account snapshots; custody includes Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 308 clients, or 102.7 clients per representative. That equates to $245.9K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- 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
ROBERT L DODARO
Managing Member
- CRD
- #6799094
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew L. Gilbert
Chief Compliance Officer, Director of Client Services
- CRD
- #6995594
Kaleb Lamb
--
- CRD
- #8287169
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,750,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Prism Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.