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POTOMAC WEALTH MANAGEMENT LLC

Advisory

GREAT FALLS, VA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in VA
#467
of 588 advisers by AUM
Average account
$897K
across 100 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$90M
Discretionary %
78.9%
Clients
42
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$90M
Discretionary AUM$71M
Non-Discretionary AUM$19M
Discretionary %78.9%
Total Clients42
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

TREGER & ASSOCIATES LLC
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WAYNEFIREBAUGH, INC.
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KAPLAN WEALTH MANAGEMENT, INC.
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$89M
WS WEALTH MANAGEMENT, LLC
WASHINGTON, VA
$91M
CARR CAPITAL MANAGEMENT LLC
$89M
SWIFT RUN CAPITAL MANAGEMENT, LLC
CHARLOTTESVILLE, VA
$88M
-32.2% 1Y

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