Potomac Wealth Management LLC Employee Directory

Investment ManagementUnited States2-10 Employees

Potomac Wealth Management LLC was founded for the purpose of providing objective financial advice to clients.  We are a fee based company instead of commissioned based advisers so our clients can be sure we do not have a secret agenda for presenting our recommendations.  We are a Registered Investment Adviser in the state of Virginia and assist individual clients as well as corporate and nonprofit retirement plans in implementing cost effective, efficient investment solutions.

Find Potomac Wealth Management LLC employees' phone numbers or email addresses

Potomac Wealth Management LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Potomac Wealth Management LLC's Leadership

  • Stylized image of a person
    M. L.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    K. L.
    President
    Phone icon
  • Stylized image of a person
    R. H.
    Founder And President
    Phone icon

Contact profiles from Potomac Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L.
    Chief Investment Officer
    Phone icon
    United KingdomEngland
    Dec 13, 2025
  • Stylized image of a person
    R. H.
    Founder And President
    Phone icon
    Nov 11, 2025
  • Stylized image of a person
    K. L.
    President
    Phone icon
    United StatesVirginia
    Jun 13, 2025

Frequently Asked Questions

What is Potomac Wealth Management LLC known for?

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Potomac Wealth Management LLC operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Potomac Wealth Management LLC's company overview page for more information.

What is Potomac Wealth Management LLC's most common email format?

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Potomac Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Potomac Wealth Management LLC email formats with LeadIQ.

How many employees does Potomac Wealth Management LLC have currently?

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Potomac Wealth Management LLC has approximately 2 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Potomac Wealth Management LLC's key employees and leadership?

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As of December 2025, Potomac Wealth Management LLC's key employees include:

  • Chief Investment Officer: M. L.
  • President: K. L.
  • Founder And President: R. H.

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