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NEW POTOMAC PARTNERS LLC

NORTH BETHESDA, MD · CRD 170061 · IAPD ↗ · newpotomacpartners.com · 240-253-4280

$59.3MRegulatory AUM
2Advisory reps
2Employees
40Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — NEW POTOMAC PARTNERS LLC (NORTH BETHESDA, MD) left the SEC roster (was $59.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — NEW POTOMAC PARTNERS LLC reported RAUM down 72% ($210.8M -> $59.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
March 2024 — NEW POTOMAC PARTNERS LLC reported RAUM up 27% ($166.5M -> $210.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.