Potomac Wealth Management LLC

RIAState Registered

Total AUM

$96.1M

Discretionary

$30M

31% of AUM

Avg account

$981K

Accounts

98

Employees

2

Advisory reps

2

Firm details

Headquarters: Great Falls, Virginia
CRD number: 150482
Website: potomacwealthmanagementllc.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans48.29%
HNWI44.54%
Individuals7.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Potomac Wealth Management LLC is an independent, Virginia-based investment advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Potomac does not emphasize ESG investing and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds55%
US Government Bonds20%
Cash & Cash Equivalents15%
Exchange Traded Equities10%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Great Falls, VA

Fairfax

Location

Great Falls, VA

Headquartered in Great Falls, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Fairfax
Address: 737 Walker Rd
Time zone: ET (UTC-5)
Office locations

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