Multi-Family OfficeRIA · CRD 218513SEC-Registered

Updated:

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

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.

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 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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