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KL

Kaleb Lamb

PRISM WEALTH MANAGEMENT
WOOSTER, OH 44691
CRD#: 8287169
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KL
Kaleb LambPRISM WEALTH MANAGEMENT

Professional summary

Kaleb Lamb is a registered financial advisor currently at PRISM WEALTH MANAGEMENT located in Wooster, Ohio.

Kaleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kaleb has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaleb Lamb's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 11, 2026 - Present

PRISM WEALTH MANAGEMENT

Office #1: 127 E Liberty St Suite 300, Wooster, OH 44691
RIA
CRD#: 317881
WOOSTER, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/31/2024
Securities Industry Essentials Examination

Current Firm

PW
PRISM WEALTH MANAGEMENT
PRISM WEALTH MANAGEMENT | PRISM WEALTH MANAGEMENT LLC

CRD#: 317881 / SEC#:

Ohio
Registered Investment Advisory firm - (5/31/2022 Approved)
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Contact information

Main Address
127 E Liberty St Suite 300, Wooster, OH 44691
Mailing Address
Phone number
(330) 804-0123
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts515
AUM (Assets Under Management)$ 73,796,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRISM WEALTH MANAGEMENT

CRD#: 317881Wooster, OH 44691

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