Radvanyi Wealth Management LLC
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 273033
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.45%
- Individuals41.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Radvanyi Wealth Management LLC is a Virginia-based, individually owned advisory firm that manages assets for private individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and combines traditional portfolio management with activities tied to real estate brokerage. Its regulatory footprint is state-level in Virginia, and the business presents a compact, owner-driven advisory model rather than a multi-state or institutional capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds31%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1939 Roland Clarke Pl
- Time zone
- ET (UTC-5)
- Office locations
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