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Potomac Wealth Strategies, LLC

Headquartered in ALEXANDRIA, VA

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Firm Information

Potomac Wealth Strategies, LLC is an investment advisor registered with the SEC. The firm has 1 investment advisor representative and manages approximately $29,777,103 in assets for 56 clients. The firm provides financial planning and portfolio management services to individuals and businesses.

Potomac Wealth Strategies, LLC

$29.78M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

POTOMAC WEALTH STRATEGIES, LLC has a total of 1 branch locations across the country.
location

ALEXANDRIA, VA

Advisors at Potomac Wealth Strategies, LLC

View All 1 Advisors
Unclaimed
Garo Linck Partoyan

RA

ALEXANDRIA, VA

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Disclosures

There are no public disclosures for Potomac Wealth Strategies, LLC.

Frequently Asked Questions (6)

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