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Prism Wealth Management
PRISM WEALTH MANAGEMENT is a state-registered investment adviser in WOOSTER, OH. The firm manages approximately $76 million in regulatory assets.
Prism Wealth Management
PRISM WEALTH MANAGEMENT is a state-registered investment adviser in WOOSTER, OH. The firm manages approximately $76 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Wooster
Corporate office
New York, NY, United States
Principals
David M. T. Brown
Founder and CEO
Jennifer L. Lee
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who manages investment decisions at Prism Wealth Management?
David M. T. Brown serves as Founder and CEO. Jennifer L. Lee is President and Chief Investment Officer, overseeing portfolio construction and direct deals. Both have backgrounds in private wealth and investment banking at Goldman Sachs (per the firm's official communications).
What types of alternative assets does Prism invest in?
Prism prioritizes private credit, real estate, infrastructure, and private equity. It also commits capital to hedge funds for tactical exposure. The firm does not invest in public equities or venture capital (per the firm's website).
What is known about Prism's AUM or team size?
The firm does not publicly disclose AUM. Industry estimates suggest assets under $1 billion. Team size is not published, but leadership is centered on Brown and Lee (Altss estimate).
What is Prism's known posture on co-investments?
Priss participates in co-investments alongside external GPs, particularly in private credit and real estate. These deals are structured as separate accounts to maintain direct control and avoid fund-level fees (per the firm's official communications).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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