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POTOMAC WEALTH MANAGEMENT LLC
CRD 150482
737 WALKER RD. SUITE 1B, GREAT FALLS, VA, 22066, United States
Phone
(202) 236 9667
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$89.7M
Discretionary AUM
$70.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.1M |
| High net worth individuals | 27 | $45.5M |
| Pension/profit sharing plans | 4 | $42.1M |
All web addresses on file
Official SEC filing: View on IAPD