# POTOMAC

> FINRA firm 105413 · ACTIVE · BETHESDA, MD

## Key facts

- **FINRA firm ID:** 105413
- **Firm name:** POTOMAC
- **Other names:** INVESTWISE WEALTH MANAGEMENT, POTOMAC FUND MANAGEMENT INC, POTOMAC FUND MANAGEMENT, POTOMAC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-31311
- **Branches:** 14
- **Has disclosure events:** No
- **Headquarters:** BETHESDA, MD, 20814, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/105413

## Citation

> FINRA BrokerCheck, firm 105413 (POTOMAC). Retrieved via AI Analytics 2026-06-26 from https://api.ai-analytics.org/broker/105413.

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*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*