POTOMAC WEALTH STRATEGIES, LLC

POTOMAC WEALTH STRATEGIES, LLC is an SEC-registered investment adviser (CRD 151565). Regulatory assets under management: $45.0M.

Registration

• CRD: 151565
• Type: Registered investment adviser
• Phone: (703) 746-8195
• Latest filing: 2026-01-30
• Regulatory AUM: $45.0M
• Non-discretionary AUM: $45.0M
• Clients: 1
• Accounts: 226

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151565 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search