Filings through .
Potomac Wealth Management
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #8358 of mapped providers
Assets under administration$13M0.0%Rank #11829 by share of filed assets
Fees received$32,564Median $32,564/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
See full Potomac Wealth Management analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets