RADVANYI WEALTH MANAGEMENT LLC

Overview

Radvanyi Wealth Management LLC is a small, adviser-focused practice serving individual and family clients with a fee model based on a percentage of assets under management. The firm tilts decisively toward equities: its filings identify exchange-traded equities as the dominant holding class and list equities as the preferred asset type. Advisory work centers on portfolio management for individuals and small businesses, and the firm also operates as a real estate broker—an operational detail that informs its use of real estate as an alternative allocation. The adviser does not position itself as an active ESG investor and is not listed as a multi-state adviser. Investment activity appears to be concentrated in liquid, exchange-traded instruments while complementing those positions with pooled products and select third-party alternative exposures. Custody and trading are consolidated at Interactive Brokers, which supports active equity trading, ETF implementation and access to third-party alternative managers when the firm allocates outside the public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices