# Prism Wealth Partners

Prism Wealth Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** prismwealthadvisors.com

## Regulatory record

- **CRD number:** 341299
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341299

## About

PRISM WEALTH PARTNERS, LLC is a state-registered investment adviser in Waveland, MS. It has one employee and one investment adviser. The firm is based in Waveland.

## Questions

### What investment stages does Prism Wealth Partners typically target?

The firm focuses on a diversified portfolio across stages, but specific stage preferences are not disclosed. Typical RIA allocations include growth-stage public equities, fixed income, and core alternative investments.

### Does Prism Wealth Partners participate in fund commitments or only direct deals?

Given its RIA model, the firm primarily uses fund-based commitments through mutual funds, ETFs, and alternative investment vehicles rather than direct deal-making. Direct investments are not a confirmed part of its strategy.

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Last updated: 2026-08-10T23:49:37.812Z

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