Prometheus Capital Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$395,281,310
Clients
268
Advisors
2
of 4 employees
About
Prometheus Capital Management Corp. provides investment advisory and planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, and charitable organizations. Its offerings include portfolio management (investment supervisory services), retirement plan advisory, comprehensive financial planning, and consulting on focused financial topics.
The firm employs a mix of fundamental, technical, quantitative and qualitative analysis and emphasizes asset allocation with both long- and short-term strategies tailored to client objectives and risk tolerance. Accounts have historically been managed on a non-discretionary basis—Prometheus reported $397,790,936 managed non-discretionarily as of 12/31/2025—while its disclosures also note the option to accept discretionary authority and quarterly account reviews and reporting.
Distinctive features include the firm’s predominantly non-discretionary asset base, which is uncommon among peers, and that certain advisory personnel are licensed insurance professionals who may earn commission-based compensation for selling insurance products separate from advisory fees (clients are under no obligation to buy through those agents). The firm also does not vote client proxies and utilizes Schwab’s institutional custody and support services, including access to additional resources offered for ultra-high-net-worth clients.
Client services
Expertise
Occupation focus
Fee options
Financial Planning and Consulting Services fixed fees typically ranging from $500 to $10,000
$0 - $49,999.99: 1.75% $50,000 - $99,999.99: 1.50% $100,000 - $199,999.99: 1.25% $200,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.75% $5,000,000 - $7,499,999.99: 0.70% $7,500,000 - $9,999,999.99: 0.65% $10,000,000 - $14,999,999.99: 0.60% $15,000,000 - $19,999,999.99: 0.55% $20,000,000+: 0.50%
Insurance commissions earned by advisory persons licensed as insurance professionals are separate and in addition to advisory fees
$350 per hour for Financial Planning and Consulting Services
Fee-only: Financial Planning and Consulting Services charged hourly at $350 per hour or fixed fee ranging from $500 to $10,000
Main office
30 S. Main Street
Yardley PA 19067
Advisors at this office
2
Most active in
Florida · Massachusetts · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Prometheus Capital Management Corp. · Prometheus Capital Management, Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Stephen W
CFP®, Series 63, Series 65
Yardley, PA
Prometheus Capital Management Corp.
Stephen Wetzel is a CFP® with 35 years of industry experience and serves as president of Prometheus Capital Management Corp., where he has worked since 1994. He has also been an adjunct professor of financial management at New York University since 1991, teaching in the CFP program and contributing to curriculum development and faculty selection. Additionally, he operates an independent insurance brokerage. Prometheus Capital Management Corp. provides investment advisory and planning services to individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation with both long- and short-term strategies, primarily managing accounts on a non-discretionary basis.
Nicholas W
CFP®, Series 66
Yardley, PA
Prometheus Capital Management Corp.
Nicholas Wetzel is a CFP® with seven years of experience in the financial services industry. He has worked at Prometheus Capital Management Corp. since 2021 and previously held roles at Goldman Sachs and KeyBank National Association. Wetzel also volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing speaker panels and local networking events. Prometheus Capital Management Corp. provides advisory and planning services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation strategies, managing a predominantly non-discretionary portfolio base and offering clients access to institutional custody and additional resources.
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