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Potomac Wealth Strategies, LLC

Potomac Wealth Strategies, LLC. CRD 151565

Potomac Wealth Strategies, LLC logo

CRD: 151565

Potomac Wealth Strategies, LLC

Alexandria, VA
7037468195
www.potomacwealthstrategies.com
$45.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Platforms
ZenithSummit
Established Date
12-08-2009
Office Locations
1

Office Locations

-- Alexandria VA

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.

Team overview

-- AVG AGE
$45.0M AVG AUM / ADVISOR
$848.4K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Vital wave Bridge Meridian radial Element ember

Custodian

Delta Optima Quantum wave Harbor

Investment Themes

Element Eagle

Investment Vehicles

Bridge

Platform

Vertex peak Timber

Services

Vector beacon Bridge value Horizon pioneer Momentum unison Vital summit

Technology

Focus Pathway

Owner & Executives

GARO LINCK PARTOYAN

GARO LINCK PARTOYAN

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#4490898
Ownership
75% or more
(832) 591-3824
signal.fusion@radialcapital.com
in linkedin.com/in/vertex-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $44,965,737

$45.0M Total SMA
Public Funds:
61.1%
Cash:
24.1%
Equity - Exchange:
14.8%
Asset class Assets Assets %
Public Funds $4,750,846,981 61.1%
Cash $1,873,902,001 24.1%
Equity - Exchange $1,150,777,992 14.8%
Total $7,775,526,974 100.0%

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