VARIANT PRIVATE WEALTH LLC
Firm details
- Headquarters
- TYSONS, Virginia
- CRD number
- 288011
- Registered since
- April 24, 2017
- Website
- www.variantprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.33%
- Individuals7.52%
- Corporations / Businesses1.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Variant Private Wealth LLC is an independent, SEC-registered advisory firm (registered in 2017) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Variant does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities38%
- Investment Grade Corp Bonds35%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds10%
Contacts
3 of 3GEORGE CLARK
Financial PlanningCRD 7565816
Tyler Harper
Associate Wealth AdvisorCRD 7984821
DAVID MORGANTE
Founder and Private Wealth AdvisorCRD 4254550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$53.7M in ETFs
86%
$46.1M
14%
$7.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.5M | 9,940 | 12.09% |
Location
TYSONS, VA
FAIRFAX
Location
TYSONS, VA
Headquartered in TYSONS, 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
- 8350 Broad St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CLARENDON CAPITAL, LLC
RIATYSONS, VA
HARBOUR CAPITAL ADVISORS, LLC
RIATYSONS, VA
KFA PRIVATE WEALTH GROUP, LLC
RIATYSONS, VA
ACANSA INVESTMENT MANAGEMENT GROUP, LLC
RIATYSONS, VA
MCLEAN ASSET MANAGEMENT CORP.
RIATYSONS, VA
WINSTON PAUL CAPITAL MANAGEMENT, INC.
RIATYSONS, VA