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PROMETHIUM

BETHESDA, MD · CRD 329565 · IAPD ↗ · promethiumadvisors.com · 202-978-2519

$235.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — PROMETHIUM notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — PROMETHIUM now reports custody of client assets ($107.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — PROMETHIUM reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
June 2024 — PROMETHIUM notice-filed in NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
June 2024 — PROMETHIUM ADVISORS, LLC is now doing business as PROMETHIUM.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
73
June 2024 — PROMETHIUM's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2024 — PROMETHIUM ADVISORS, LLC (BETHESDA, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.