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| Keyboard |
| Prometheus Wealth Management Sam
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|---|---|
| CRD # | 332503 |
| SEC # | 801-131820 |
| CIK # | |
| AUM | 1,243.3 M (2026-03-05) |
| 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) | 58 | 527.0 |
| (b) Individuals (high net worth individuals) | 70 | 550.3 |
| (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 | 0.6 |
| (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 | 8 | 115.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 50.0 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 1,243.3 |
| By Discretionary | ||
| Discretionary | 75 | 260.7 |
| Non-Discretionary | 155 | 982.6 |
| Total | 230 | 1,243.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,243.3 | |
| United States Persons | 0.0 | |
| Total | 230 | 1,243.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900NHRBJYYVKDMW28 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fishman Jay A Ltd
✚
|
MI | 1,251.2 M |
|
O'Hagan Group Inc
✚
|
PA | 1,249.7 M |
|
TD Capital Management LLC
✚
|
TN | 1,244.5 M |
|
Gilman Hill Asset Management LLC
✚
|
CT | 1,244.1 M |
|
MT Asset Management LLC
✚
|
NJ | 1,243.8 M |
|
Hodges Capital Management Inc
✚
|
TX | 1,240.2 M |
|
FWL Investment Management LLC
✚
|
TX | 1,240.0 M |
|
Sivia Capital Partners LLC
✚
|
CA | 1,239.0 M |
|
Arlington Financial Advisors LLC
✚
|
CA | 1,237.0 M |
|
Middleton & Company Inc
✚
|
MA | 1,234.2 M |