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PAAMCO PRISMA, LLC

NEWPORT BEACH, CA · CRD 108989 · IAPD ↗ · paamcoprisma.com · 949-261-4900

$14.45BRegulatory AUM
33Advisory reps
37Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — PAAMCO PRISMA, LLC reported RAUM up 177% ($5.21B -> $14.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — PAAMCO PRISMA, LLC reported RAUM down 44% ($9.32B -> $5.21B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — PAAMCO PRISMA, LLC shrank from 38 to 32 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.