PROMETHEUS WEALTH MANAGEMENT SAM
CRD 332503 · SEC 801-131820
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
24 BOULEVARD PRINCESSE CHARLOTTE, MONACO, 98000, Monaco
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$260.7M
Team
9 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions; Performance-based fees
Org form
Other (specify)
Filing date
2026-03-05
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $527.0M |
| High net worth individuals | 70 | $550.3M |
| Insurance companies | 8 | $115.4M |
| Corporations/business entities | 13 | $50.0M |
All web addresses on file
Official SEC filing: View on IAPD