Variant Private Wealth LLC
● SEC registered since 2017CRD 288011SEC# 801-110471Tysons, VA
Reg. AUM
$267.5M
Employees
4
Accounts
851
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 $267.5 million in regulatory assets under management and employs 4 people.
Variant Private Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Anthony Morgante Control | Managing Member/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Variant Private Wealth LLC manage?
Variant Private Wealth LLC reports $267.5 million in regulatory assets under management on its Form ADV.
How many employees does Variant Private Wealth LLC have?
Variant Private Wealth LLC reports 4 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
| Address | 8350 Broad St., Suite 220, Tysons, VA 22102 |
| Phone | 703-760-7600 |
| Fax | 703-760-8900 |
| Office hours | 9 a.m. To 4 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$267.5M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$267.5Mregulatory AUM
Discretionary $266.1MNon-discretionary $1.4M