Potomac Wealth Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 151565
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.63%
- Individuals21.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Potomac Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for both individual/small business clients and businesses or institutions. Its fee model combines percentage-of-assets and fixed fees. Potomac reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities28%
- Cash & Cash Equivalents27%
Contacts
1 of 1
Garo Partoyan
Owner / Financial AdvisorCRD 4490898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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