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
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts41ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Potomac Wealth Management LLC
1
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.
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