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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Wave
- 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.
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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
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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
Total SMA Asset: $75,750,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,451,567,810 | 51.8% |
| Public Funds | $724,111,728 | 15.3% |
| Cash | $1,557,076,851 | 32.9% |
| Total | $4,732,756,389 | 100.0% |