RIA Intel›Advisers›Virginia›POTOMAC WEALTH STRATEGIES, LLC

POTOMAC WEALTH STRATEGIES, LLC

Advisory

VA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in VA

#588

of 588 advisers by AUM

Average account

$199K

across 226 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$0

Non-Discretionary AUM$45M

Discretionary %0%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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