Potomac Wealth Management LLC

Potomac Wealth Management LLC (CRD# 150482) is a financial advisory firm headquartered in , . They manage $31,749,237 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $1,094,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Potomac Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kurt E. Laubinger
CRD#: 1144481
Great Falls, VA
93
Wealthminder
score

Kurt Laubinger (CRD# 1144481) is an Investment Advisor Representative working at Potomac Wealth Management LLC in Great Falls, VA and has over 14 years of experience in the finance industry.

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