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Variant Private Wealth LLC

● SEC registered since 2017CRD 288011SEC# 801-110471Tysons, VA
Export (members)
Reg. AUM
$217.1M
Employees
3
Accounts
653
Location
Tysons, VA

Variant Private Wealth LLC assets under management

Variant Private Wealth LLC is a registered investment adviser overseen by the SEC based in Tysons, VA. The firm has been registered since 2017. It reports $217.1 million in regulatory assets under management and employs 3 people.
www.variantprivatewealth.comView on SEC.gov ↗

Variant Private Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
David Anthony Morgante ControlManaging Member/CcoOver 75%2017

Frequently asked questions

How much does Variant Private Wealth LLC manage?

Variant Private Wealth LLC reports $217.1 million in regulatory assets under management on its Form ADV.

How many employees does Variant Private Wealth LLC have?

Variant Private Wealth LLC reports 3 employees.

Where is Variant Private Wealth LLC located?

Variant Private Wealth LLC is based in Tysons, VA and has been SEC-registered since 2017.

Does Variant Private Wealth LLC disclose fund performance?

Variant Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8350 Broad St., Suite 220, Tysons, VA 22102
Phone703-760-7600
Fax703-760-8900
Office hours9 a.m. To 4 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$215.9M
Non-discretionary$1.2M
Total (RAUM)$217.1M