VARIANT PRIVATE WEALTH LLC

RIASEC RegisteredEst. 2017
Total AUM
$267M
Discretionary
$266M
99% of AUM
Avg account
$314K
Accounts
851
Employees
4
Advisory reps
3

Firm details

Headquarters
TYSONS, Virginia
CRD number
288011
Registered since
April 24, 2017
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

FINTRX

Overview

Variant Private Wealth LLC is an independent, SEC-registered advisory firm (registered in 2017) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Variant does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Investment Grade Corp Bonds 35%, Cash & Cash Equivalents 17%, Public Funds/Mutual Funds 10%38%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$53.7M in ETFs

Passive

86%

$46.1M

Active

14%

$7.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$6.5M9,94012.09%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth