Potomac Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,697,632
Clients
38
Advisors
2
of 2 employees
About
Potomac Wealth Management LLC is a fee‑only registered investment adviser that provides portfolio management and financial planning to high‑net‑worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm also offers retirement plan consulting and participant education workshops as part of its plan services.
The firm follows a broadly diversified, often passive, asset‑allocation approach, constructing sample portfolios from index data and implementing them with institutional‑share mutual funds, exchange‑traded funds and other low‑cost vehicles, with periodic rebalancing and limited market timing. Potomac manages both discretionary and consultative accounts and oversees roughly $96.1 million in client assets, with a larger share managed on a non‑discretionary basis.
Noteworthy aspects include providing educational seminars and workshops to plan participants at no additional charge, a service relatively uncommon among peers, and leveraging access to specific fund families and institutional share classes through its custodian relationships. The firm operates with a small advisory team and has recently added senior investment leadership with professional credentials and advanced academic training, aligning institutional investment experience with a boutique client base.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: Quoted individually
$200 per hour
Account minimum: $500,000 for individuals; $1,500,000 for qualified retirement plans (with exceptions possible) Fee-only: Fee only; no commissions or other incentives accepted.
Main office
737 Walker Rd. Suite 1 B
Great Falls VA 22066
Advisors at this office
2
Most active in
Texas · Virginia
Also doing business as
Name1016 · Potomac Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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
Kurt L
Series 63, Series 66
Great Falls, VA
Potomac Wealth Management LLC
Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He has held his current position since 2009 and previously worked at HSBC Securities (USA) Inc. in 2008. Laubinger holds Series 63 and Series 66 credentials. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost investment vehicles and provides retirement plan consulting and participant education workshops.
Miles L
CFA®, Series 63
Great Falls, VA
Potomac Wealth Management LLC
Miles Laubinger is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Potomac Wealth Management LLC, where he has worked since 2025. Prior to this, he held positions at Dimensional Fund Advisors and The Vanguard Group. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost mutual funds and ETFs, and provides both discretionary and consultative portfolio management along with retirement plan consulting and participant education workshops.
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