A registered investment advisory firm based in Bethesda, Maryland. It manages about $3.28 billion for roughly 1,257 individual clients. Services include investment management for individuals and small businesses, managing mutual funds.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$140,743
Assets under management ?$3.28 billion
Individual clients1,257
Median years of experience9
FoundedNot stated
Services
Investment management for individuals and small businessesManaging mutual funds
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Also known as
Investwise Wealth Management · Potomac Fund Management Inc. · Potomac Fund Management
About Potomac
How do I contact Potomac?
Call the main office at (301) 901-3466. The main office is at 7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814.
How is Potomac paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Potomac offer?
Investment management for individuals and small businesses, Managing mutual funds.
How many advisors work at Potomac?
We list 24 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.