PRISM PLANNING PARTNERS, LLC
Legal name: PRISM PLANNING PARTNERS
CRD #290485 SEC #801-123514 LIBERTYVILLE, IL (847) 250-9870
SEC Registered
Total AUM
$191.4M
Discretionary
$191.4M
Employees
4
Clients
51
Accounts
382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $191.4M | $191.4M | $0 | 4 | 7 |
| Mar 2025 | $191.4M | $191.4M | $0 | 4 | 7 |
| Oct 2024 | $163.9M | $163.9M | $0 | 3 | 3 |
| Aug 2024 | $163.9M | $163.9M | $0 | 3 | 3 |
| Mar 2024 | $163.9M | $163.9M | $0 | 3 | 3 |
| Oct 2023 | $139M | $139M | $0 | 3 | 5 |
| Mar 2023 | $139M | $139M | $0 | 3 | 5 |
| Oct 2022 | $133.4M | $133.4M | $0 | 3 | 3 |
| Feb 2022 | $133.4M | $133.4M | $0 | 3 | 3 |
| May 2021 | $79.6M | $79.6M | $0 | 3 | 3 |
| Mar 2021 | $79.6M | $79.6M | $0 | 3 | 3 |
| Oct 2020 | $127.5M | $127.5M | $0 | 3 | 1 |
| May 2020 | $127.5M | $127.5M | $0 | 3 | 1 |
| Feb 2020 | $127.5M | $127.5M | $0 | 3 | 1 |
| Feb 2020 | $127.5M | $127.5M | $0 | 3 | 1 |
DateSep 2025
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees4
Clients7
DateMar 2025
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees4
Clients7
DateOct 2024
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees3
Clients3
DateAug 2024
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees3
Clients3
DateMar 2024
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees3
Clients3
DateOct 2023
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees3
Clients5
DateMar 2023
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees3
Clients5
DateOct 2022
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees3
Clients3
DateFeb 2022
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees3
Clients3
DateMay 2021
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees3
Clients3
DateMar 2021
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees3
Clients3
DateOct 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients1
DateMay 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients1
DateFeb 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients1
DateFeb 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients1