# POTOMAC WEALTH MANAGEMENT LLC

POTOMAC WEALTH MANAGEMENT LLC of GREAT FALLS, VA is an SEC-registered investment adviser.

## Registration

- CRD: 150482
- Type: SEC-registered investment adviser
- Location: 737 WALKER RD. SUITE 1B, GREAT FALLS, VA, 22066
- Phone: (202) 236 9667
- Latest filing: 2026-06-02
- Regulatory AUM: $89.7M
- Discretionary AUM: $70.7M
- Non-discretionary AUM: $18.9M
- Clients: 2
- Accounts: 100

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150482/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150482/similar
- Related entities: https://search.stillhousedata.com/firm/150482/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150482

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.