Promethium - Investment Advisers

About Promethium

Promethium Advisors, LLC is an investment adviser based in Bethesda, Maryland, and is registered with the U.S. Securities and Exchange Commission. The firm was formed in 2024 and is led by founder and CEO Christopher Poch, who is also associated with the Private Wealth Management unit for ultra-high-net-worth clients at SB Citi. The firm's registry data lists four employees and $235.25 million in regulatory assets under management. It is one of the investment advisers in Maryland in this directory. Promethium focuses on families with large and complex financial affairs. Its listed services include financial, tax and estate planning, portfolio management, risk mitigation, philanthropic advisory, liquidity and cash flow planning, private investments, financial reporting and organization, and education. The firm states that its goal is client satisfaction through clear communication and strong investment results, with an emphasis on tax, trust, risk and investment strategy. The firm presents its formation as the culmination of a vision that began with a financial organizer created by an adviser in 1998. For comparison with other registered firms, see the directory of US investment advisers.

Key Facts

Assets Under Management

$235.25M

Employees

4

SEC File Number

801-129368