Prism Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(616) 458-9404

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
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1

About Prism Wealth Management

This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.Explore more
Prism Wealth Management's Social MediaPopular SearchesPRISM Wealth Management LLCPRISM Wealth ManagementPRISM WEALTH MANAGEMENT LtdWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Prism Wealth Management Org Chart

PhoneEmail
CP

Managing Director

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prism Wealth Management

<$5M
1-10
Private
-
2007
CP
Craig PetermanManaging Director
<$5M
11-50
Private
-
-
GL
Greg LitowskiClient Service Associate
<$5M
1-10
Private
-
2008
Brady Bellue, President at Bellue and Associates
Brady BelluePresident
<$5M
1-10
Private
-
2011
JP
Joie PaciniOffice Manager
<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Prism Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prism Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prism Wealth Management.

Prism Wealth Management Tech Stack

A closer look at the technologies used by Prism Wealth Management

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Frequently Asked Questions Regarding Prism Wealth Management

What is Prism Wealth Management's official website?
Prism Wealth Management's official website is www.prismwealthmanagement.com
What is Prism Wealth Management's Revenue?
Prism Wealth Management's revenue is <$5 Million
What is Prism Wealth Management's SIC code?
Prism Wealth Management's SIC: 62,628
What is Prism Wealth Management's NAICS code?
Prism Wealth Management's NAICS: 52,523
How many employees does Prism Wealth Management have?
Prism Wealth Management has 1-10 employees
What industry does Prism Wealth Management belong to?
Prism Wealth Management is in the industry of: Finance, Securities Trading
What is Prism Wealth Management competition?
Prism Wealth Management top competitors include: Broadridge Financial Solutions, Broadridge Financial Solutions, Djp Financial, The NorthStar Capital Group
What technology does Prism Wealth Management use?
Some of the popular technologies that Prism Wealth Management uses are: Cloudflare Website Optimization, YouTube, Google Tag Manager, GoDaddy DNS
How do I contact Prism Wealth Management?
Prism Wealth Management contact info: Phone number: (616) 458-9404 Website: www.prismwealthmanagement.com
What does Prism Wealth Management do?

This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.... Read More

What are Prism Wealth Management social media links?
Prism Wealth Management Linkedin page Prism Wealth Management Twitter page Prism Wealth Management Facebook page
Is Prism Wealth Management a public company?
Prism Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Prism Wealth Management

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