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 registered investment adviser organized as a limited liability company and active since 2017. The firm serves individuals, families and select institutional clients, and provides financial planning and portfolio management for individuals and small businesses. Its pricing model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Variant does not act as a capital allocator, is not a pension consultant, and is not designated as an active ESG investor. The firm lists relationships with an accountant and an insurance company as industry affiliations.
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 4
David Morgante
Founder and Private Wealth AdvisorCRD 4254550
George Clark
Financial PlanningCRD 7565816
Tyler Harper
Associate Wealth AdvisorCRD 7984821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$52.9M in ETFs
87%
$45.9M
13%
$7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $7.3M | 9,735 | 13.78% |
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
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