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 small, owner-operated advisory firm organized as an LLC that focuses on serving individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses. It also lists real estate brokerage among its business activities, indicating the firm may combine advisory services with direct real estate transactions or referrals. The firm is not characterized as an active ESG investor, a multi-state adviser, or a 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 Equities69%
- Public Funds/Mutual Funds31%
Contacts
1 of 1
Peter Radvanyi
PresidentCRD 3129076
Wealth 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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