Potomac Wealth Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 151565
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.63%
- Individuals21.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Potomac Wealth Strategies, LLC is an independent, individually owned RIA focused on serving individuals and families with planning and portfolio management. The firm charges either a percentage of assets under management or fixed fees and lists financial planning plus portfolio management for individuals, small businesses, and businesses/institutions among its advisory activities. It does not position itself as a capital allocator, is not a multi-state adviser according to the provided snapshot, and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities28%
- Cash & Cash Equivalents27%
Contacts
1 of 1
Garo Partoyan
Owner / Financial AdvisorCRD 4490898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Abbott Capital Management Corp.
RIAMiltonian Capital Management, LLC
RIASapiat Asset Management, LLC
RIAGreeneville, TN
Mcgehee Wealth Advisory Group, Inc.
RIAIndian Land, SC
Avec LLC
RIAAlperin Financial Solutions, LLC
RIAVirginia Beach, VA