Fee-OnlyFinder

Promethium

Financial planning in Bethesda, MD

SEC registeredNo commissions reported

Call (202) 978-2519Send a messageMap ↗

Public-record details

Address
7272 Wisconsin Ave, 10-105, Bethesda, MD 20814
Phone
(202) 978-2519
Listed under
Financial planning, % of assets managed, Retirement plan consulting
Legal name
Promethium Advisors, LLC
CRD number
329565
Registration
SEC registered since 2024-01-24
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$235.3 million
Accounts managed
287
Clients reported (Form ADV 5.D)
287
Individual / high-net-worth clients
69 / 208
Employees
4
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-26

SEC registered investment adviser, CRD 329565, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Bethesda

Aegis Wealth6903 Rockledge Drive, Ste. 530 · Bethesda, MD 20817 · (301) 664-2313 · Financial planningCRD 134429 · % of assets, Fixed fees · $744.1 million AUMSEC registeredNo commissions reportedAlikos Wealth Management, LLCThree Bethesda Metro Center, Suite 320 · Bethesda, MD 20814 · (240) 880-1938 · Financial planningCRD 282985 · % of assets, Hourly charges, Fixed fees · $92.6 million AUMState registeredNo commissions reportedAsb Capital Management LLC7501 Wisconsin Avenue, West Tower, 13th Floor · Bethesda, MD 20814 · (240) 482-2900 · % of assets managedCRD 110995 · % of assets, Performance-based fees · $36.7 billion AUMSEC registeredNo commissions reportedBeckett Clark Private Wealth, LLC4500 East West Highway, Suite 150 · Bethesda, MD 20814 · (301) 708-8911 · Hourly feesCRD 338806 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedBethesda Financial Advisors, LLC8120 Woodmont Avenue Suite 830 · Bethesda, MD 20814 · (301) 656-5600 · Financial planningCRD 170715 · % of assets, Hourly charges, Fixed fees · $84.3 million AUMState registeredNo commissions reportedBeyond Financial Planning, LLC7910 Woodmont Ave, Suite 1330 · Bethesda, MD 20814 · (240) 760-1100 · Financial planningCRD 306240 · % of assets, Fixed fees · $59.3 million AUMState registeredNo commissions reportedBluestone® Financial Advisors, LLC7910 Woodmont Avenue, Suite 1350 · Bethesda, MD 20814 · (301) 841-0203 · Financial planningCRD 146946 · Fixed fees · $207.3 million AUMSEC registeredNo commissions reportedBontempo Ohly Capital Management, LLC7501 Wisconsin Ave, Suite 1340e · Bethesda, MD 20814 · (240) 497-1300 · Financial planningCRD 132804 · % of assets, Hourly charges, Fixed fees · $405.7 million AUMSEC registeredNo commissions reported

All 37 in Bethesda →