Promethium
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$235,250,991
Total clients
277
75% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
69
Average account size
$849,282
About
Promethium Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients) and institutional investors. The firm also offers services through independent managers and acts as the sponsor and manager of a wrap fee program that covers the majority of client accounts.
Investment programs are tailored to client profiles and typically use diversified allocations across equities, fixed income, mutual funds, ETFs, alternatives, and options, employing both active and passive strategies as appropriate. Promethium generally manages client accounts on a discretionary basis, conducts regular monitoring and reviews, and serves as a single point of contact among custodians, outside managers, and institutional stakeholders.
Noteworthy aspects include Promethium’s operation of its own wrap program—roughly $233 million of the firm’s reported $235 million in assets is managed under that program—and the presence of supervised persons who are licensed insurance agents and may offer commissionable insurance products, a relationship the firm discloses and says it manages through policies. The firm also reports a platform relationship with tru Independence for custody, reporting, and operational support and was formed in 2023, with all client accounts managed on a discretionary basis.
Client services
Expertise
Occupation focus
Fee options
Fixed fees may be charged for financial planning and consulting services
up to 1% annually, may be flat or tiered depending on client
Minimum fee: May include a minimum annual fee; specific amount not stated Fee-only: Fees based on assets under management or fixed fees; financial planning and consulting fees also offered on a fee basis
Main office location
Promethium
7272 Wisconsin Ave, 10 105
Bethesda MD 20814, United States
Number of offices
1
Most active in
District of Columbia · Maryland · New York · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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