# Potomac Wealth Strategies

Potomac Wealth Strategies is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://potomacwealthstrategies.com

## Regulatory record

- **CRD number:** 151565
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151565

## About

POTOMAC WEALTH STRATEGIES, LLC is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages approximately $45 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## Questions

### What services does Potomac Wealth Strategies provide?

Potomac Wealth Strategies provides comprehensive wealth management, financial planning, estate planning, tax optimization, and investment management services tailored to high-net-worth individuals and families.

### Is Potomac Wealth Strategies a fiduciary?

As a registered investment advisor (RIA), Potomac Wealth Strategies operates under a fiduciary standard, meaning it is legally required to act in its clients' best interests when providing investment advice.

### What investment strategies does Potomac Wealth Strategies use?

Potomac Wealth Strategies uses a goal-based asset allocation approach across equities, fixed income, and alternative investments. It focuses on risk management and tax-efficient portfolio construction.

### Who can work with Potomac Wealth Strategies?

Potomac Wealth Strategies primarily serves affluent individuals, families, and possibly institutions, with a focus on those needing multi-generational financial planning and estate strategies.

### Where is Potomac Wealth Strategies headquartered?

Potomac Wealth Strategies is headquartered in the United States, with its specific city location not publicly listed in available sources.

## Related profiles

- [Independent Financial Services](https://altss.com/profile/independent-financial-services)
- [Blue Rock Financial Services](https://altss.com/profile/blue-rock-financial-services-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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