


Prism Wealth Management Email Formats
Financial Services • Wooster, Ohio, United States • 1-10 Employees
Prism Wealth Management Email Formats
Prism Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@myprismwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@myprismwealth.com | 50% |
{first name}{last name} | johndoe@myprismwealth.com | 50% |
Key Contacts at Prism Wealth Management
Joe Reynolds
Director Of Marketing And Development
Matthew Gilbert
Director Of Client Services & Chief Compliance Officer
Company overview
| Headquarters | 127 E. Liberty St. Suite 300, Wooster, Ohio 44691, US |
| Phone number | +13308040123 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
About Prism Wealth Management
At Prism Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products, and services to help you address your financial needs and concerns. Prism Wealth Management, LLC is an independent financial service firm that utilizes a variety of investment and insurance products. Advisory Services are offered through Prism Wealth Management, LLC an SEC Investment Advisor in the State of Ohio.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Prism Wealth Management has 3 employees across 2 departments.
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Number of employees
Funding Data
Prism Wealth Management has never raised funding before.
Prism Wealth Management Tech Stack
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Frequently asked questions
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