Prometheus Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0 - $100,000: 0.90% $100,000 - $250,000: 0.80% $250,000+: 0.75%
$150/hour
Main office
Evans GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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