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PROMETHEUS WEALTH MANAGEMENT SAM
CRD 332503File 801-131820
APPROVED
Retail clients
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$260.7M
Non-discretionary $982.6M
Clients
149
230 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 19, 2025
- Principal office
- 24 BOULEVARD PRINCESSE CHARLOTTE, MONACO, 98000
- Phone
- 00377-99-99-75-75
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $260.7M
- Non-discretionary AUM
- $982.6M
- Discretionary accounts
- 75
- Non-discretionary accounts
- 155
- Total accounts
- 230
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $50.0M |
| Insurance companies | 8 | $115.4M |
| High net worth individuals | 70 | $550.3M |
| Pension and profit sharing plans | Fewer than 5 | $578K |
| Individuals (other than high net worth individuals) | 58 | $527.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.