CRD: 150482
Potomac Wealth Management LLC
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail and Institutional
- Platforms
- VitalWave
- Established Date
- 06-09-2009
- Office Locations
- 1
Office Locations
About Potomac Wealth Management LLC
Potomac Wealth Management is an independent, fee-only RIA serving individuals and businesses nationwide. The team designs and implements comprehensive financial and retirement plans and provides ongoing portfolio management. Their approach emphasizes enduring, low-cost, well-balanced portfolios across asset classes, often using passive funds. For employer plans, they can serve as an ERISA §3(38) fiduciary.
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Owner & Executives
KURT ERIC LAUBINGER
Chief Compliance Officer, President, Principal
- CRD
- #1144481
- Ownership
- 75% or more
MILES SCOTT LAUBINGER
Chief Investment Officer
- CRD
- #6705513
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,748,795 | -- |
| Non-Discretionary | $18,919,032 | -- |
| Total | $89,667,827 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,667,827
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,471,471,653 | 21.8% |
| U.S. Government/Agency | $2,126,209,040 | 31.5% |
| Cash | $1,930,462,811 | 28.6% |
| Equity - Exchange | $1,221,726,465 | 18.1% |
| Total | $6,749,869,969 | 100.0% |