A complete list of active advisors currently associated with Prometheus Wealth Management, LLC
Warmer can help you find a great advisor at Prometheus Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Prometheus Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Evans, GA
| 10
|
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