Variant Private Wealth, LLC

EST. AUM
$267,478,020

CONTACTS

CLIENT ACCOUNTS
851

Firm Details

Metro area Washington, DC
CRD Number 288011
Website variantprivatewealth.com
Client types

Overview

Variant Private Wealth, LLC is an independent, SEC-registered investment adviser headquartered in Tysons, Virginia, with an additional office in Rochester, New York. Established in 2017, the firm operates under a strict fiduciary standard, providing customized wealth management, financial planning, and consulting services to affluent individuals, multi-generational families, and business owners. The firm’s comprehensive wrap-fee program, generally available to clients with at least $750,000 in investable assets, integrates investment management with tax planning, risk management, and legacy planning strategies. By bundling portfolio management and transaction costs into a unified fee structure, Variant Private Wealth emphasizes transparency and alignment with client interests. Its investment philosophy focuses on long-term diversification through portfolios constructed with exchange-traded funds, institutional mutual funds, and individual equities tailored to each client’s goals and risk profile.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Variant Private Wealth, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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