Potomac Wealth Strategies, LLC

Potomac Wealth Strategies, LLC (CRD# 151565) is a financial advisory firm headquartered in , . They manage $16,688,121 in 228 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $73,194
Compensation Options
  • A percentage of assets under your management
  • 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
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.

DC, VA

Financial Advisors at Potomac Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Garo L. Partoyan
CRD#: 4490898
Alexandria, VA
93
Wealthminder
score

Garo Partoyan (CRD# 4490898) is an Investment Advisor Representative working at Potomac Wealth Strategies, LLC in Alexandria, VA and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.