Overview
Assets Under Management: $217 million
Headquarters: TYSONS, VA
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
VARIANT PRIVATE WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288011), VARIANT PRIVATE WEALTH LLC is subject to fiduciary duty under federal law.
VARIANT PRIVATE WEALTH LLC is headquartered in TYSONS, VA.
VARIANT PRIVATE WEALTH LLC serves 94 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, VARIANT PRIVATE WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
VARIANT PRIVATE WEALTH LLC manages $217 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, VARIANT PRIVATE WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 653
Discretionary Accounts: 648
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 288011
Last Filing Date: 2025-02-04 00:00:00
Website: https://variantpw.com