STUDIO CITY, CACRD 286474Latest ADV March 12, 2026
Prism Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Studio City, CA. Its latest Form ADV filing, dated March 12, 2026, reports $515M in regulatory assets under management, 5 employees, and 720 accounts.
Assets Under Management
$515M
Employees
5
Offices
--
Total Clients
242
Primary office
STUDIO CITY, CA
4361 TUJUNGA AVENUE, SUITE A, STUDIO CITY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
153
2
HNWI
36.8%
89
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$515Mas of March 12, 2026
Discretionary97.7%
$503M
98% of total RAUM97.7%
Non-discretionary2.3%
$12M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$515M
Total Accounts720
10Y AUM Change+$515M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.