# Financial Potential Wealth Management

> Financial Potential Wealth Management is an SEC-registered investment advisory firm in Gainesville, GA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 342728
- Filed as: FINANCIAL POTENTIAL WEALTH MANAGEMENT
- Legal name: Financial Potential, LLC
- Also doing business as: RICH LEGACY
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Gainesville, GA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342728
- AdvisorCensus page: https://advisorcensus.com/firm/financial-potential-wealth-management-gainesville-ga-342728

## Quick answers

**How is Financial Potential Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Potential Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Financial Potential Wealth Management located?**
Financial Potential Wealth Management's principal office is in Gainesville, GA, according to its Form ADV.

**Is Financial Potential Wealth Management registered with the SEC or a state?**
Financial Potential Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342728.

**How much does Financial Potential Wealth Management manage?**
Financial Potential Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated August 6, 2026.

**Does Financial Potential Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342728

**Does Financial Potential Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 6, 2026 says: "There is no account minimum for any of FPWM's services."

**What changed in Financial Potential Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Added the business name Rich Legacy.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 6, 2026)

- Account minimum: None

> There is no account minimum for any of FPWM's services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourfinancialpotential.com
- Facebook @yourfinancialpotential
- LinkedIn @financial-potential-wealth-management

## Changes in the filing (last 12 months)

### September 2026
- Added the business name Rich Legacy.

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Potential Wealth Management (CRD 342728): Form ADV filing data as of October 2026.