Prometheus Wealth Management Sam is an SEC registered investment adviser. Its latest Form ADV filing, dated March 5, 2026, reports $1.2B in regulatory assets under management, 9 employees, and 230 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.0% of total clients.
Top client categories% of clientsClients
1
HNWI
47.0%
70
2
Individuals
38.9%
58
3
Corporations
8.7%
13
4
Insurance Cos.
5.4%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 5, 2026
Discretionary21.0%
$261M
21% of total RAUM21.0%
Non-discretionary79.0%
$983M
79% of total RAUM79.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts230
10Y AUM Change+$312M (+33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.