Potomac Wealth Management LLC

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Client assets under management

$47,522,216

Clients

71% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,250,585

About

Potomac Wealth Management LLC provides investment advisory and financial planning services to high‑net‑worth individuals, trusts, qualified retirement plans and non‑profit organizations. The firm manages accounts on both a discretionary and consultative basis and can act as an ERISA 3(21) or 3(38) investment adviser for plan sponsors.

The firm follows a broadly diversified, asset‑allocation driven approach that largely favors passive index exposure through institutional or no‑load mutual funds and exchange‑traded funds, with periodic rebalancing rather than market timing. For retirement plans it constructs model portfolios across risk profiles, uses Morningstar style boxes to build fund menus, and evaluates funds on expense ratios, turnover and tax efficiency.

Compared with many peers of its size, the firm routinely includes educational seminars and workshops for retirement plan participants at no additional charge as part of its plan‑sponsor engagements, an offering the brochure highlights. The firm also emphasizes access to institutional fund families (including Dimensional Fund Advisors funds), and recently added an investment officer with advanced professional credentials, which may affect its research and portfolio construction resources.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.5% $0 - $3,000,000: 0.5% (participant directed retirement plans) $3,000,001 - $8,000,000: 0.35% (participant directed retirement plans) $8,000,001+: 0.25% (participant directed retirement plans)

Project-based

$200 per hour

Other

Account minimum: $500,000 for individuals; $1.5 million for qualified retirement plans Fee-only: Fee only; no commissions or other incentives

Main office location

Potomac Wealth Management LLC

737 Walker Rd. Suite 1 B

Great Falls VA 22066, United States

Number of offices

Most active in

Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (202) 236 9667

Advisors at this firm

Kurt L

Series 63, Series 66

Great Falls, VA

Potomac Wealth Management LLC

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Potomac Wealth Management since 2009. Potomac Wealth Management LLC provides investment advisory and financial planning services to high-net-worth individuals, trusts, qualified retirement plans, and non-profit organizations. The firm employs a broadly diversified, asset-allocation driven approach that favors passive index exposure through institutional or no-load mutual funds and ETFs, with periodic rebalancing rather than market timing.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Miles L

CFA®, Series 63

Great Falls, VA

Potomac Wealth Management LLC

Miles Laubinger is a CFA® charterholder with nine years of industry experience. He is currently with Potomac Wealth Management LLC and previously worked at Dimensional Fund Advisors, The Vanguard Group, Colonial Life, and the University of South Carolina. Potomac Wealth Management LLC provides investment advisory and financial planning services to high-net-worth individuals, trusts, qualified retirement plans, and non-profit organizations. The firm employs a broadly diversified, asset-allocation driven approach that favors passive index exposure through institutional or no-load mutual funds and ETFs, with periodic rebalancing rather than market timing.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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