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Prometheus Wealth Management
PROMETHEUS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1...
Prometheus Wealth Management
PROMETHEUS WEALTH MANAGEMENT, LLC is an SEC-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
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.
Is Prometheus Wealth Management structured as a single family office or a multi-family office?
It is a multi-family office registered as an independent RIA. While it serves a small number of families, it is not the proprietary office of any one dynasty and does not disclose which families are clients.
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.
Does Prometheus participate in fund commitments or only direct deals?
It does both. The firm commits to private credit and hedge funds as a limited partner while also originating direct co-investments in real estate and infrastructure, typically alongside operating partners.
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.
Does Prometheus maintain philanthropic structures, and how are they separated?
Prometheus does not operate a separate foundation or donor-advised fund program under its own name. Individual families may maintain private charitable vehicles, but these are administered separately from Prometheus's investment activities.
Where does the underlying wealth come from?
Prometheus does not publicly disclose the wealth origin of its client families. Given its location and focus on UHNW individuals, the source likely includes entrepreneurial businesses, professional services, and multigenerational wealth.
Profile maintained by Altss 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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