Prism Planning And Solutions Group
Prism Planning And Solutions Group is an SEC-registered mass-market adviser with $157.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Prism Planning And Solutions Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340003, SEC 801-135208, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $157.0M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 426
- CRD
- 340003
- Ownership
- SHAVER, LEILA, MEHRIZI; PELOSO-BARNES, JULIA, ANNE TERESA
How much AUM does Prism Planning And Solutions Group have?
Prism Planning And Solutions Group reported $157.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Prism Planning And Solutions Group?
Disclosed owners and executives of Prism Planning And Solutions Group include SHAVER, LEILA, MEHRIZI, PELOSO-BARNES, JULIA, ANNE TERESA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.