Data / Investment advisers / Prometheus Wealth Management Sam
Prometheus Wealth Management Sam, Monaco: $1.2 billion AUM, SEC registered investment adviser
Prometheus Wealth Management Sam is an SEC registered investment adviser with its main office in Monaco and reports $1.2 billion in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and insurance companies. It is paid through a percentage of assets under management, commissions and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332503
- SEC file number
- 801-131820
- SEC status
- Approved, effective February 19, 2025
- Main office
- 24 Boulevard Princesse Charlotte, Monaco, Monaco 98000
- Phone
- 00377-99-99-75-75
- Regulatory AUM
- $1,243,311,098 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $260,729,942
- Non discretionary AUM
- $982,581,156
- Accounts
- 230
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Societé Anonyme Monegasque
- Paid through
- a percentage of assets under management, commissions, performance based fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $550.3 million |
| Individuals (other than high net worth individuals) | 58 | $527 million |
| Insurance companies | 8 | $115.4 million |
| Corporations or other businesses | 13 | $50 million |
| Pension and profit sharing plans | Fewer than 5 | $577,565 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.24 billion | March 5, 2026 |
| December 1, 2025 | $950 million | February 19, 2025 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Prometheus Wealth Management Sam on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.