Best Investors Account Sign in
Inactive

John William Woodside Wiegmann

Potomac

Bethesda, MD

CRD 6511864

Claim This Profile
Employer firm

Potomac CRD 105413

$3.28B regulatory AUM 34 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
Potomac

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-15
  • MD RA
    APPROVED
    Since 2025-12-15

Branch Locations

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Philadelphia PA 08/2016 12/2018
Wells Fargo Clearing Services, Llc Philadelphia PA 11/2016 12/2018
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 12/2018 02/2020
Home Kensington MD 02/2020 04/2020
Woodside Investment Counsel Llc Kensington MD 04/2020 08/2021
Harborside Sales Group, Llc Baltimore MD 07/2021 10/2021
Foreside Fund Services, Llc Baltimore MD 09/2021 10/2021
Potomac Fund Management, Inc. Bethesda MD 12/2025 Present
Akkodis (Modis) Columbia MD 12/2021 05/2022
Kinect Culver City CA 05/2022 07/2023
Landon School Bethesda MD 08/2023 07/2025
Cyntrica Rockville MD 10/2025 12/2025
  • 08/2016 → 12/2018
    Wells Fargo Advisors, Llc
    Philadelphia, PA
  • 11/2016 → 12/2018
    Philadelphia, PA
  • 12/2018 → 02/2020
    Sullivan, Bruyette, Speros & Blayney, Llc
    Mclean, VA
  • 02/2020 → 04/2020
    Home
    Kensington, MD
  • 04/2020 → 08/2021
    Woodside Investment Counsel Llc
    Kensington, MD
  • 07/2021 → 10/2021
    Harborside Sales Group, Llc
    Baltimore, MD
  • 09/2021 → 10/2021
    Foreside Fund Services, Llc
    Baltimore, MD
  • 12/2025 → Present
    Potomac Fund Management, Inc.
    Bethesda, MD
  • 12/2021 → 05/2022
    Akkodis (Modis)
    Columbia, MD
  • 05/2022 → 07/2023
    Kinect
    Culver City, CA
  • 08/2023 → 07/2025
    Landon School
    Bethesda, MD
  • 10/2025 → 12/2025
    Cyntrica
    Rockville, MD
Previous Registrations
  • 2020-04-22 → 2021-08-04
    Woodside Investment Counsel Llc
    Kensington, MD
  • 2018-12-19 → 2020-02-06
    Sbsb Financial Advisors
    Mclean, VA
  • 2016-12-22 → 2018-12-05
    Philadelphia, PA
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-29
S63 Uniform Securities Agent State Law Examination 2021-09-23
S66 Uniform Combined State Law Examination 2016-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-11-29
  • S63 Uniform Securities Agent State Law Examination
    2021-09-23
  • S66 Uniform Combined State Law Examination
    2016-12-22
Other Names
  • John W Wiegmann
  • Woody W Wiegmann
  • John Wiegmann
  • John William Woodside Wiegmann

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Bethesda, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor