CRD: 218513
Prometheus Wealth Management, LLC
$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
10 yrs Firm Age
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- Custodian
- AOS
- Clients
- Retail
- Platforms
- EagleOptima
- Established Date
- 08-06-2015
- Office Locations
- 1
Office Locations
-- Evans GA
About Prometheus Wealth Management, LLC
Prometheus Wealth Management, LLC is an owner-led RIA in Evans, GA providing financial and investment planning with portfolio construction and insurance solutions. The firm focuses on helping individuals in the wealth-building stage through legacy planning, with portfolios primarily implemented using ETFs and other public funds (and mutual funds where appropriate).
Team overview
-- AVG AGE
$11.2M AVG AUM / ADVISOR
$329.3K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vital Foundation vertex
Custodian
Insight Horizon Atlas Horizon zenith Oak
Investment Themes
Fusion bridge Element North
Investment Vehicles
Pathway Momentum
Services
Wave prime Atlas catalyst Summit Vertex Value atlas
Technology
Crest Element
Owner & Executives
V
VICTOR ANTONIO ONATE
Chief Compliance Officer, Managing Member, President
- CRD
- #6517500
- Ownership
- 75% or more
(286) 691-7539
value.summit@radialcapital.com
in linkedin.com/in/peak-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,197,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,197,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,197,000
Equity - Exchange:
35.6% Public Funds:
29.3% Cash:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,586,539,562 | 35.6% |
| Public Funds | $2,128,809,246 | 29.3% |
| Cash | $2,550,211,759 | 35.1% |
| Total | $7,265,560,567 | 100.0% |