Prometheus Financial, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 313712
- Registered since
- December 1, 2021
- Website
- www.prometheusfs.com
Firm profile
FINTRXOverview
Prometheus Financial, LLC is organized as a limited liability company and is registered with the SEC; its registration year in the FINTRX record is 2021. Ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and indicates it does not operate as a capital allocator. The firm has provided minimal public disclosure about its advisory model. There are no entries for business activities, advisory services, fee schedule, client segmentation, or public holdings in the available record. FINTRX also records that Prometheus Financial is not an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant or related adviser. The database shows no reported clients or AUM, which is consistent with either very limited client activity or incomplete reporting to the source.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Wang
Founder & CEOCRD 5009004
Contacts
1 of 1
Marieanne Jorajuria
ComplianceCRD 4040713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 3015 S Ysabella Ave
- Time zone
- ET (UTC-5)
- Office locations
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