Variant Private Wealth LLC

Overview

Variant Private Wealth LLC is an independent, owner-managed registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small-business clients, while also serving some institutional relationships. The firm is SEC-registered (registration year 2017) and bills clients using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Variant’s stated advisory focus is traditional financial planning and discretionary portfolio management rather than operating as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not organized as a multi-state advisory network. Variant maintains professional ties with accountants and an insurance company, which suggests coordination with tax and insurance specialists when constructing client plans and selecting third-party solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives