POTOMAC WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$89.7M

Discretionary

$70.7M

79% of AUM

Avg account

$897K

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: GREAT FALLS, Virginia
CRD number: 150482
Website: potomacwealthmanagementllc.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.69%
Pension & Profit Sharing Plans47%
Individuals2.31%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Potomac Wealth Management LLC is an independent registered investment adviser organized as an LLC and held by an individual owner. The firm serves a mix of individual and family clients as well as institutional relationships. Its advisory services, as disclosed on the ADV, center on financial planning, portfolio management for individuals and small businesses, pension consulting services and client education through seminars or workshops. Compensation is flexible and includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. The firm does not report an ESG investing focus and is not identified as a multi-state adviser in the filing. Its operating model emphasizes traditional advisory services rather than acting as a capital allocator or family office manager.