Prometheus Wealth Management, LLC

Overview

Prometheus Wealth Management, LLC is an independent registered investment adviser serving individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM schedule with hourly fees for planning work. Investment activity is biased toward public equities, with an explicit preference for exchange-traded products and separately managed account structures. Prometheus does not position itself as an ESG investor and is not organized as a multi-state or pension consultant adviser. Service delivery centers on ongoing portfolio management and comprehensive planning for a small book of clients; the firm's scale and fee mix suggest hands-on, relationship-driven work rather than a high-volume advisory platform.

Assets & Accounts

Public Holdings

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Location & Offices