Wealth manager, independent · Monaco, Monaco
Prometheus Wealth Management SAM
SEC-registered investment adviser · CRD 332503 · SEC 801-131820
At a glance
Prometheus Wealth Management SAM is an SEC-registered investment adviser based in Monaco, Monaco, with $1.2 billion in regulatory assets under management as of its Form ADV filed March 5, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 128 individual clients. By Form ADV it is a wealth manager, ranked 1,250th of 8,915 wealth managers and 4,759th of 17,210 SEC-registered advisers by assets.
Main office +0037799997575prometheus-wm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among wealth managers
- #1,250 of 8,915
- Rank among all SEC RIAs
- #4,759 of 17,210
- Individual clients
- 128
- High-net-worth clients
- 70
- Accounts
- 230
- Discretionary
- 21% of AUM
- Employees
- 9
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Matthieu LetortOwner/managing Partner
- Frank CiarapicaChieffinancial Officer
- Cyrille BoyerChief Investment Officer
- Marilena CostanzaChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 70 | $550M | 44% |
| Individuals | 58 | $527M | 42% |
| Insurance companies | 8 | $115M | 9% |
| Corporations or other businesses | 13 | $50M | 4% |
| Pension and profit sharing plans | – | $1M | <1% |
Disciplinary disclosures
Prometheus Wealth Management SAM answers yes to 10 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Commissions
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗prometheus-wm.com ↗
AtlasMembers
The full record on Prometheus Wealth Management SAM
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 2,943 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Prometheus Wealth Management SAM manage?
Prometheus Wealth Management SAM reports $1.2 billion in regulatory assets under management across 230 accounts, 21% of it on a discretionary basis, on its Form ADV filed March 5, 2026.
What kind of firm is Prometheus Wealth Management SAM?
Prometheus Wealth Management SAM is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Prometheus Wealth Management SAM’s clients?
By assets, its largest client types are high-net-worth individuals ($550 million, 70 clients); individuals ($527 million, 58 clients); insurance companies ($115 million, 8 clients).
Does Prometheus Wealth Management SAM have any disciplinary history?
Prometheus Wealth Management SAM answers yes to 10 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Prometheus Wealth Management SAM’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →