Potomac Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

737 Walker Rd Ste 1B, Great Falls, Virgi...

Phone Number

(202) 236-9667

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
1
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About Potomac Wealth Management

Potomac Wealth Management LLC is an independent, fee-only wealth and retirement plan management firm that serves individuals and businesses nationwide. The company specializes in creating and managing tailored financial and retirement plans, acting as fiduciaries to prioritize clients' best interests. They focus on low-cost, passively managed retirement plans and well-balanced portfolios across various asset classes. Their services are designed to eliminate conflicts of interest commonly found in traditional financial advisory settings.Explore more
Potomac Wealth Management's Social MediaPopular SearchesPotomac Wealth Management LLCMy Wealth Management LLCWealth Management LLCPotomac Shores Wealth Management LLCPotomac Shores Wealth Management LLCinSIC Code 62,628NAICS Code 52,523Show more

Potomac Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Potomac Wealth Management

<$5M
1-10
Private
-
2013
$5M
1-10
Private
-
2009
WH
Walter HinsonFounding Partner
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Potomac Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Potomac Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Potomac Wealth Management.

Potomac Wealth Management Tech Stack

A closer look at the technologies used by Potomac Wealth Management

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Frequently Asked Questions Regarding Potomac Wealth Management

What is Potomac Wealth Management's official website?
Potomac Wealth Management's official website is www.potomacwealthmanagementllc.com
What is Potomac Wealth Management's Revenue?
Potomac Wealth Management's revenue is <$5 Million
What is Potomac Wealth Management's SIC code?
Potomac Wealth Management's SIC: 62,628
What is Potomac Wealth Management's NAICS code?
Potomac Wealth Management's NAICS: 52,523
How many employees does Potomac Wealth Management have?
Potomac Wealth Management has 1-10 employees
What industry does Potomac Wealth Management belong to?
Potomac Wealth Management is in the industry of: Finance, Securities Trading
What is Potomac Wealth Management competition?
Potomac Wealth Management top competitors include: Tarheel Advisors, Southbridge Advisors, Cadence Financial Management, Bollin Wealth Management
What technology does Potomac Wealth Management use?
Some of the popular technologies that Potomac Wealth Management uses are: Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Potomac Wealth Management?
Potomac Wealth Management contact info: Phone number: (202) 236-9667 Website: www.potomacwealthmanagementllc.com
What does Potomac Wealth Management do?

Potomac Wealth Management LLC is an independent, fee-only wealth and retirement plan management firm that serves individuals and businesses nationwide. The company specializes in creating and managing tailored financial and retirement plans, acting as fiduciaries to prioritize clients' best interests. They focus on low-cost, passively managed retir... ement plans and well-balanced portfolios across various asset classes. Their services are designed to eliminate conflicts of interest commonly found in traditional financial advisory settings.Read More

What are Potomac Wealth Management social media links?
Potomac Wealth Management Linkedin page Potomac Wealth Management Twitter page
Is Potomac Wealth Management a public company?
Potomac Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Potomac Wealth Management

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