Prism Advisors, Inc.
Prism Advisors, Inc. is an SEC-registered wealth manager in Studio City, CA with $515.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Prism Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286474, SEC 801-110196, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $515.1M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Studio City, CA
- Employees
- 5
- Clients
- 242
- CRD
- 286474
- Ownership
- Aquino, Amy, Louise; MCCOY, MCGINNIS, ANDREW; SNOW, STACEY, KIYOMI
How much AUM does Prism Advisors, Inc. have?
Prism Advisors, Inc. reported $515.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Prism Advisors, Inc.?
Disclosed owners and executives of Prism Advisors, Inc. include Aquino, Amy, Louise, MCCOY, MCGINNIS, ANDREW, SNOW, STACEY, KIYOMI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.