Potomac Wealth Management LLC
Potomac Wealth Management LLC (CRD# 150482) is a financial advisory firm headquartered in , . They manage $40,042,174 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$580,321
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Kurt Laubinger (CRD# 1144481) is an Investment Advisor Representative working at Potomac Wealth Management LLC in Great Falls, VA and has over 15 years of experience in the finance industry.