# Potential Wealth Management LLC

> Potential Wealth Management LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 288646
- Filed as: POTENTIAL WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288646
- AdvisorCensus page: https://advisorcensus.com/firm/potential-wealth-management-llc-288646

## Quick answers

**How is Potential Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Potential Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Potential Wealth Management LLC registered with the SEC or a state?**
Potential Wealth Management LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288646.

**How much does Potential Wealth Management LLC manage?**
Potential Wealth Management LLC reports $2,052,796 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**Does Potential Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288646

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,052,796
- Discretionary: $2,052,796
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $239,830 |
| High net worth individuals | Fewer than 5 | $1,807,115 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,851 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pwm.fund

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Potential Wealth Management LLC (CRD 288646): Form ADV filing data as of October 2026.