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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...
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 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.
Is Potomac Wealth Management structured as a single family office or does it operate more like a wealth manager?
Potomac Wealth Management is a multi-family office and RIA, not a single-family office. It serves multiple wealthy families and individuals, offering comprehensive financial planning and investment management on a fee-only basis.
What investment stages does Potomac Wealth Management typically target?
As a wealth management firm, Potomac likely focuses on liquid investments such as public equities, bonds, and managed funds. They may also allocate to alternative assets like private real estate or structured products, but specific stage preference is not publicly disclosed.
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.
Does Potomac Wealth Management maintain philanthropic structures?
No separate philanthropic foundation or grant-making entity is publicly associated with Potomac Wealth Management. The firm may advise clients on charitable giving vehicles but does not operate its own.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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