Prometheus Wealth Management Sam

Registered investment adviser · Monaco · CRD #332503

Form ADV data as of 2026-09-01

Regulatory assets

$1.24 billion

Total accounts

230

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/prometheus-wm/posts/?feedview=all
Telephone: 00377-99-99-75-75
SEC file number: 801-131820
Most recent Form ADV filing: 2026-03-05
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 5 disclosure questions answered Yes, covering 10 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator found the firm caused a business to lose or have its authorization restricted
Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$260.7 million
Non-discretionary regulatory assets under management	$982.6 million
Total regulatory assets under management	$1.24 billion
Discretionary accounts	75
Non-discretionary accounts	155
Total accounts	230
Regulatory assets under management attributable to non-U.S. persons	$1.24 billion

People

Total employees (excluding clerical)	9
Employees performing investment advisory functions (including research)	6
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementCommissionsPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	58	$527.0 million
High net worth individuals	70	$550.3 million
Pension and profit sharing plans (not the participants or government plans)	Not reported	$577,565
Insurance companies	8	$115.4 million
Corporations or other businesses not listed above	13	$50.0 million