Prometheus Wealth Management Sam

Overview

Prometheus Wealth Management Sam is a privately held advisory firm that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC-registered (2025) and organized under an ownership structure that includes a foreign entity and an individual. Its advisory mandate centers on portfolio management for individuals and small businesses and the selection of outside advisers; it also operates as an investment sponsor/GP and managing member of pooled investment vehicles. Investment activity tilts toward listed securities: exchange-traded equities and ETFs are the dominant building blocks of client portfolios, with a notable allocation reported as the single largest asset type. The firm reports a fee mix that includes percentage-of-AUM, commission-based charges and performance-based fees, reflecting both traditional advisory relationships and arrangements tied to manager or fund performance. Prometheus does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices