Garo Partoyan
Potomac Wealth Strategies · Alexandria, Virginia
Garo Partoyan is a fee-only financial advisor at Potomac Wealth Strategies in Alexandria, Virginia. Potomac Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Potomac Wealth Strategies |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45.0M across 226 accounts |
| SEC registration | Investment adviser representative in LA, VA · CRD 4490898 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | potomacwealthstrategies.blogspot.com |
| Profile |
How Garo's firm compares
- Potomac Wealth Strategies's average account is about $199,000, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Garo
Is Garo Partoyan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garo holds no broker registration, and Potomac Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garo charge for financial advice?
Garo's firm, Potomac Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Garo Partoyan based?
Garo Partoyan is based in Alexandria, Virginia.
Is Garo Partoyan registered with the SEC?
Yes. Garo Partoyan is registered as an investment adviser representative in LA and VA (CRD 4490898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Potomac Wealth Strategies manage?
Potomac Wealth Strategies reports $45.0M across 226 accounts in assets under management.
How do I contact Garo Partoyan?
Through Garo's website, potomacwealthstrategies.blogspot.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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