Prism Planning Partners, LLC
● SEC registered since 2022CRD 290485SEC# 801-123514Libertyville, IL
Reg. AUM
$241.5M
Employees
4
Accounts
482
Location
Libertyville, IL
Prism Planning Partners, LLC assets under management
Prism Planning Partners, LLC is an investment advisory firm registered with the SEC based in Libertyville, IL. The firm has been registered since 2022. It reports $241.5 million in regulatory assets under management and employs 4 people.
Prism Planning Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel William Peters | Director Of Operations / Owner | 10-25% | 2023 |
| Nicole Marie Sullivan Control | Chief Compliance Officer, Co-Founder | 25-50% | 2017 |
| Ronald A Bernstein Control | Managing Member | 50-75% | 2017 |
Frequently asked questions
How much does Prism Planning Partners, LLC manage?
Prism Planning Partners, LLC reports $241.5 million in regulatory assets under management on its Form ADV.
How many employees does Prism Planning Partners, LLC have?
Prism Planning Partners, LLC reports 4 employees.
Where is Prism Planning Partners, LLC located?
Prism Planning Partners, LLC is based in Libertyville, IL and has been SEC-registered since 2022.
Does Prism Planning Partners, LLC disclose fund performance?
Prism Planning Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 S. Milwaukee Avenue, Libertyville, IL 60048 |
| Phone | (847) 250-9870 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.5M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$241.5Mregulatory AUM
Discretionary $241.5M