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Potomac Wealth Advisors, LLC
Potomac Wealth Management LLC was founded for the purpose of providing objective financial advice to clients. We are a fee based company instead of...
Overview
Potomac Wealth Management LLC was founded for the purpose of providing objective financial advice to clients. We are a fee based company instead of commissioned based advisers so our clients can be sure we do not have a secret agenda for presenting our recommendations. We are a Registered Investment Adviser in the state of Virginia and assist individual clients as well as corporate and nonprofit retirement plans in implementing cost effective, efficient investment solutions.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Rockville
Corporate office
McLean, VA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Potomac Wealth Management?
Potomac Wealth Management does not publicly disclose its leadership or investment committee members. The firm operates as an RIA, so client portfolios are managed by a team of advisors and analysts under a fiduciary standard.
How does Potomac Wealth Management source proprietary deal flow?
The firm does not appear to source proprietary deals as a primary activity. As an RIA, it selects from a range of third-party investment vehicles and public securities. Direct private investments are not a public focus.
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