Prism Planning Partners
Prism Planning Partners is an SEC-registered wealth manager in Libertyville, IL with $241.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Prism Planning Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290485, SEC 801-123514, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $241.5M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Libertyville, IL
- Employees
- 4
- Clients
- 151
- CRD
- 290485
- Ownership
- BERNSTEIN, RONALD, A; SULLIVAN, NICOLE, MARIE; PETERS, DANIEL, WILLIAM
How much AUM does Prism Planning Partners have?
Prism Planning Partners reported $241.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Prism Planning Partners?
Disclosed owners and executives of Prism Planning Partners include BERNSTEIN, RONALD, A, SULLIVAN, NICOLE, MARIE, PETERS, DANIEL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.