Prometheus Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,197,000
Total clients
17
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$658,647
About
The firm provides discretionary portfolio management, financial planning and hourly planning services to individuals, high-net-worth individuals, charitable organizations and business entities. It primarily recommends equities and ETFs to most clients and limits its advice to mutual funds, fixed income, real estate funds (including REITs), insurance products/annuities, commodities and non‑U.S. securities, and it maintains no account minimum.
Investment decisions are documented in an Investment Policy Statement and implemented under discretionary authority, using long‑term trading informed by fundamental, technical and quantitative analysis as well as modern portfolio theory, with monthly reviews and client reports. The firm requires clients to custody assets at MoneyBlock, manages all client assets in‑house rather than using third‑party managers, and may receive soft‑dollar research or services from custodians.
Noteworthy features include its small scale — about $11.2 million in discretionary AUM across 17 clients — operating with a single advisor and no additional staff while maintaining two offices, and a willingness to include specialized instruments such as precious‑metal ETFs, commodities and real‑estate funds in client portfolios. The brochure also discloses that the firm’s principal co‑owns a non‑institutional lending business, Vic‑To‑Enterprises, and may offer related services to clients, a relationship the firm identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Annuities
Real estate investing
Fee options
$0 - $100,000: 0.90% $100,000 - $250,000: 0.80% $250,000+: 0.75%
$150/hour
Main office location
Prometheus Wealth Management, LLC
Evans GA, United States
Number of offices
2
Most active in
Prometheus Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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