CRD: 151565
Potomac Wealth Strategies, LLC
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-08-2009
- Office Locations
- 1
Office Locations
About Potomac Wealth Strategies, LLC
Potomac Wealth Strategies is an independent, fee-only RIA based in Virginia serving clients nationwide. Led by Gary Partoyan, the firm provides fiduciary investment advice, portfolio management, and personalized financial planning for individuals and families, plus small businesses and nonprofits. Client assets are custodied at Charles Schwab, and plans are delivered via RightCapital; no account minimum.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $848.4K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GARO LINCK PARTOYAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4490898
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $44,965,737 | -- |
| Total | $44,965,737 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Potomac Wealth Strategies, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.