Overview
Assets Under Management: $950 million
High-Net-Worth Clients: 18
Average Client Assets: $40 million
Frequently Asked Questions
PROMETHEUS WEALTH MANAGEMENT SAM is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332503), PROMETHEUS WEALTH MANAGEMENT SAM is subject to fiduciary duty under federal law.
PROMETHEUS WEALTH MANAGEMENT SAM serves 18 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, PROMETHEUS WEALTH MANAGEMENT SAM offers portfolio management for individuals and selection of other advisors. View all service details ↓
PROMETHEUS WEALTH MANAGEMENT SAM manages $950 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, PROMETHEUS WEALTH MANAGEMENT SAM serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.31
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 167
Discretionary Accounts: 51
Non-Discretionary Accounts: 116
Regulatory Filings
CRD Number: 332503
Last Filing Date: 2025-02-19 00:00:00
Website: https://prometheus-wm.com