Prism Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prism Wealth Partners, LLC provides discretionary asset management to individuals, high‑net‑worth clients, trusts, business owners and estates, tailoring strategies to documented goals, time horizons and risk tolerances. The firm is newly registered in 2026 and, as an initial filing, reports no assets under management or active advisory clients.
The firm typically implements portfolios through discretionary models and, when appropriate, usually hires Sub‑Advisors to manage all or a portion of client assets while also maintaining its own in‑house models, using fundamental analysis and quarterly account reviews. Prism relies on a third‑party custodial and advisory platform and participates in a model marketplace to subscribe to and deploy model portfolios for clients.
Notable differences from many peers include the regular selection of other advisers to run client mandates — a practice that is statistically uncommon for firms with no active advisors — and an affiliation with an insurance business: the firm’s owner is a licensed insurance agent who spends a portion of time selling insurance products and may receive separate compensation for those sales. The firm does not act as a private fund adviser and generally leaves proxy voting to clients, which further distinguishes its operational approach.
Client services
Expertise
Fee options
$0 - $249,999: 1.35% $250,000 - $749,999: 1.10% $750,000 - $1,499,999: 0.90% $1,500,000+: 0.75%
Main office
407 Highway 90, Suite F
Waveland MS 39576
Advisors at this office
1
Most active in
Alabama · Louisiana · Mississippi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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