$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
-- Irving TX
About Potential Wealth Management LLC
Potential Wealth Management, LLC is an Irving, Texas RIA providing investment advisory services, with a focus on asset allocation and risk management for clients including entrepreneurs. Public filings indicate portfolios are predominantly ETF-based, with some use of cash, and the firm custody relationship includes Interactive Brokers.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Alpha
Client Personas
Bridge alpha
Investment Themes
Pioneer harbor Alpha
Investment Vehicles
Glacier
Services
Vital
Owner & Executives
C
Clinton Gerald Calhoun
General Counsel, Managing Member
- CRD
- #6816137
- Ownership
- 75% or more
(279) 454-9813
quantum.delta@atlascapital.com
in linkedin.com/in/oak-fusion
A
Andrew Graham Durrett
Managing Member, Managing Partner
- CRD
- #6816152
- Ownership
- 75% or more
(696) 791-3656
value.north@catalystcapital.com
in linkedin.com/in/catalyst-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,052,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,052,796 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,052,796
Equity - Exchange:
58.1% Cash:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,285,372,972 | 58.1% |
| Cash | $2,369,313,727 | 41.9% |
| Total | $5,654,686,699 | 100.0% |