Potential Wealth Management LLC
RIAState Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$411K
Accounts
5
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 288646
- Website
- pwm.fund
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.03%
- Individuals11.68%
- Corporations / Businesses0.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Potential Wealth Management LLC is a Texas-based limited liability company that provides portfolio management services for individuals and small businesses. The firm is owned by an individual and operates under an unclassified adviser profile. Its stated fee model combines a percentage of assets under management with performance-based fees. The firm does not present itself as a capital allocator or a multi-state adviser, and it does not identify as an active ESG investor. The firm lists a law firm as an industry affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations