LIBERTYVILLE, ILCRD 290485Latest ADV March 2, 2026
Prism Planning Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Libertyville, IL. Its latest Form ADV filing, dated March 2, 2026, reports $242M in regulatory assets under management, 4 employees, 1 office, and 482 accounts.
Assets Under Management
$242M
Employees
4
Offices
1 office
Total Clients
151
Primary office
LIBERTYVILLE, IL
321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL, 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 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
96
2
HNWI
36.4%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 2, 2026
Discretionary100.0%
$242M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$242M
Total Accounts482
10Y AUM Change+$114M (+89.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee38:1
10Y Employee Change+1 (+33.3%)
* 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.