|
⚲
|
| Prometheus Wealth Management Sam
✚
|
|
|---|---|
| CRD # | 332503 |
| SEC # | 801-131820 |
| CIK # | |
| AUM | $950.0 M (2025-02-19) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 0037799997575 |
| Address | 24 Boulevard Princesse Charlotte Monaco, Monaco |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 123.3 |
| (b) Individuals (high net worth individuals) | 18 | 724.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 57.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 43.9 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 950.0 |
| By Discretionary | ||
| Discretionary | 51 | 164.5 |
| Non-Discretionary | 116 | 785.5 |
| Total | 167 | 950.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 950.0 | |
| United States Persons | 0.0 | |
| Total | 167 | 950.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CLG LLC
✚
|
CA | 1.0 |
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1.0 |
|
Liquid Strategies LLC
✚
|
GA | 1.0 |
|
Eagle Bay Advisors LLC
✚
|
NY | 0.9 |
|
Panoramika Advisors Inc
✚
|
FL | 0.9 |
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
Concord Wealth Partners
✚
|
VA | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.9 |
|
Goldstein Advisors LLC
✚
|
WI | 0.9 |