Advisor at Prometheus Wealth Management, LLC
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Firm
Prometheus Wealth Management, LLC
Location
Evans, GA
Credentials
Series 65
Industry experience
10 years
Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.
Based on Prometheus Wealth Management, LLC
$0 - $100,000: 0.90% $100,000 - $250,000: 0.80% $250,000+: 0.75%
$150/hour
Evans, GA
Georgia
Prometheus Wealth Management, LLC
2015 - Present (11 years)
Vic-To Enterprises
2012 - Present (14 years)
Monterrey
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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