Multi-Family OfficeRIA · CRD 218513

Updated:

Prometheus Wealth Management

PROMETHEUS WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and...

Prometheus Wealth Management

PROMETHEUS WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Allentown

Corporate office

Allentown, PA, United States

Principals

David R. Foti

Chief Executive Officer

Matthew W. Brown

Chief Investment Officer

Scott D. Bauer

Chief Financial Officer

Sector focus

Private CreditReal EstateInfrastructureEnergy Transition & RenewablesHedge Funds

Frequently asked questions

Who runs investment decisions at Prometheus Wealth Management?

Matthew W. Brown serves as Chief Investment Officer and leads the investment committee. The broader team of 58 professionals includes sector specialists in private credit, real estate, and infrastructure who each contribute to portfolio construction.

How does Prometheus source proprietary deal flow?

The firm relies on a network of intermediaries, including investment banks, law firms, and other family offices, rather than a public solicitation process. Its small client base and long tenure with those families support repeat co-investment relationships.

What investment stages does Prometheus typically target?

Prometheus focuses on late-stage private credit, stabilized real estate, and operational infrastructure assets. It avoids early-stage venture and early-growth equity, instead emphasizing cash-flow-generating assets with tangible collateral.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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