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 formed in 2017 and structured as an LLC with individual ownership. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities38%
- Investment Grade Corp Bonds35%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds10%
Contacts
3 of 3
George 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 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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