Prometheus Wealth Management Sam

$1.24BAssets under management
as of Mar 2026 · SEC Form ADV
Monaco
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Tech stack

No one at Prometheus Wealth Management Sam has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Prometheus Wealth Management Sam's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Julius Baer
Per Form ADV · $536M held · filed Dec 2024
Edmond De Rothschild
Per Form ADV · $256M held · filed Dec 2024