Potential Wealth Management LLC
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About
Potential Wealth Management LLC is a discretionary investment manager that focuses on equities and exchange-traded funds and manages a small portfolio of client assets. The firm states it serves a range of client types — including pooled and institutional accounts as well as corporations, trusts, high-net-worth and individual clients — and may use both asset-based and performance-based compensation arrangements with qualified clients.
The firm emphasizes an active long/short equity approach with relatively high portfolio turnover, combining fundamental and technical analysis alongside quantitative and sentiment indicators to time trades and manage market exposure. Portfolios are managed on a discretionary basis with ongoing monitoring, position-level risk controls, and periodic rebalancing.
Noteworthy features relative to peers include the firm’s affiliation with separate related entities: its principals operate a privately held investment company that acquires real estate and one principal is a licensed attorney who serves as the firm’s general counsel (the brochure notes legal services are not provided through the adviser and legal referrals are handled outside the firm). The firm also relies on a retail-focused custodian that provides execution, custody, and technology services used to support its active trading and reporting.
Client services
Expertise
Fee options
Up to 20% of the client's annual net realized and unrealized profits, for certain qualified clients and if agreed upon in writing
Account minimum: $1,000,000
Main office
Irving TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew D
Series 65
Irving, TX
Potential Wealth Management LLC
Andrew Durrett is a financial advisor with Potential Wealth Management LLC in Irving, TX, holding a Series 65 designation and nine years of industry experience. He has been with Potential Wealth Management since 2016 and is also a partner at Potential Investments, Ltd. Co., where he oversees real estate property operations. Potential Wealth Management LLC is a discretionary investment manager that serves a variety of clients, including institutional and high-net-worth individuals. The firm uses an active long/short equity strategy with fundamental, technical, quantitative, and sentiment analysis to manage portfolios on a discretionary basis.
Clinton C
Series 65
Irving, TX
Potential Wealth Management LLC
Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Potential Wealth Management since 2016. In addition to his advisory role, Calhoun serves as general counsel for Potential Investments, Ltd. Co., where he handles tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a discretionary investment manager specializing in equities and exchange-traded funds. The firm serves a diverse client base, including pooled and institutional accounts, corporations, trusts, high-net-worth, and individual clients, employing an active long/short equity strategy informed by fundamental, technical, quantitative, and sentiment analyses.
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