POTOMAC WEALTH MANAGEMENT LLC

POTOMAC WEALTH MANAGEMENT LLC of GREAT FALLS, VA is an SEC-registered investment adviser (CRD 150482). Regulatory assets under management: $89.7M.

Registration

• CRD: 150482
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150482 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search