Potential Wealth Management LLC logo

Potential Wealth Management LLC

Updated today

Client assets under management

$2,046,945

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

Potential Wealth Management LLC is a discretionary investment manager that focuses on equities and exchange-traded funds and manages a small portfolio of client assets. The firm states it serves a range of client types — including pooled and institutional accounts as well as corporations, trusts, high-net-worth and individual clients — and may use both asset-based and performance-based compensation arrangements with qualified clients.

The firm emphasizes an active long/short equity approach with relatively high portfolio turnover, combining fundamental and technical analysis alongside quantitative and sentiment indicators to time trades and manage market exposure. Portfolios are managed on a discretionary basis with ongoing monitoring, position-level risk controls, and periodic rebalancing.

Noteworthy features relative to peers include the firm’s affiliation with separate related entities: its principals operate a privately held investment company that acquires real estate and one principal is a licensed attorney who serves as the firm’s general counsel (the brochure notes legal services are not provided through the adviser and legal referrals are handled outside the firm). The firm also relies on a retail-focused custodian that provides execution, custody, and technology services used to support its active trading and reporting.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

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Fee options

Performance-based

Up to 20% of the client's annual net realized and unrealized profits, for certain qualified clients and if agreed upon in writing

Other

Account minimum: $1,000,000

Main office location

Potential Wealth Management LLC

Irving TX, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew D

Series 65

Irving, TX

Potential Wealth Management LLC

Andrew Durrett is a Series 65-licensed financial advisor with Potential Wealth Management LLC in Irving, TX, where he has worked since 2016. He has eight years of industry experience and is also a partner at Potential Investments, Ltd. Co. outside of his advisory role. Potential Wealth Management LLC is a small registered investment adviser managing approximately $3.6 million in client assets. The firm serves individual and high-net-worth investors, trusts, non-profits, and corporate entities, employing a long/short equity strategy that combines fundamental, technical, quantitative, and sentiment analysis for discretionary portfolio management.

Active portfolio management Concentrated stock management
user avatar

Clinton C

Series 65

Irving, TX

Potential Wealth Management LLC

Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with eight years of industry experience. He holds a Series 65 license and has been with Potential Wealth Management since 2016. Outside of his advisory role, Calhoun serves as General Counsel for Potential Investments, Ltd. Co., where he is involved in tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a small registered investment adviser that manages discretionary equity and ETF portfolios for individuals, high-net-worth clients, trusts, non-profits, and corporate entities. The firm employs a long/short equity strategy with active trading and combines fundamental, technical, quantitative, and sentiment analysis to manage risk and timing.

Active portfolio management Concentrated stock management
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