# Prism Wealth Management

Prism Wealth Management is a RIA based in Wooster, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wooster, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2012
- **Assets under management:** Under $1B (Altss estimate)
- **Website:** prismwealth.com
- **LinkedIn:** https://www.linkedin.com/company/robertdodaro

## Regulatory record

- **CRD number:** 317881
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317881

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Private Equity
- Hedge Funds

## People

- David M. T. Brown — Founder and CEO
- Jennifer L. Lee — President and Chief Investment Officer

## 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).

## Related profiles

- [STEPSTONE GROUP REAL ESTATE LP](https://altss.com/profile/stepstone-group-real-estate-lp)
- [Greater Than Financial](https://altss.com/profile/greater-than-financial)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/prism-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology