A complete list of active advisors currently associated with Promethium
Warmer can help you find a great advisor at Promethium or one who fits your needs even better.
Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting to individuals — including both high‑net‑worth and non‑HNW clients — as well as institutional clients such as pension plans, foundations, and nonprofits. The firm offers both discretionary and non‑discretionary advisory arrangements and may incorporate Independent Managers into client portfolios. Investment programs emphasize diversification across asset classes and may combine passive and active strategies, alternatives, options strategies, tactical asset allocation, and cash management tailored to a client’s objectives and risk tolerance. The firm conducts continuous portfolio monitoring and oversight of any Independent Managers it employs. Promethium acts as the sponsor and manager of its own wrap fee program, and the brochure reports that approximately $233,050,991 of the firm’s $235,250,991 in assets were managed under that wrap arrangement — a structure that is uncommon among similar firms. The firm also discloses that several supervised persons are licensed insurance agents who may offer commissionable insurance products (a potential conflict the firm says it manages), and it is a relatively new firm (formed in 2023) with four advisors serving roughly 277 clients.
To learn more about the advisors currently working at Promethium, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 15
| |
Bethesda, MD
| 1
| |
Bethesda, MD
| 0
| |
Bethesda, MD
| 39
| |
Bethesda, MD
| 0
|
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