Potomac Wealth Management LLC

Potomac Wealth Management LLC (CRD# 150482) is a financial advisory firm headquartered in Great Falls, VA. They manage $63,552,453 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
737 Walker Rd. Suite 1b, Great Falls, VA 22066
http://www.potomacwealthmanagementllc.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $1,550,060
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
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 Laubinger, financial advisor Great Falls VA
Kurt E. Laubinger
CRD#: 1144481
737 Walker Rd. Suite 1b, Great Falls, VA 22066

Kurt Laubinger (CRD# 1144481) is an Investment Advisor Representative working at Potomac Wealth Management LLC in Great Falls, VA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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