VARIANT PRIVATE WEALTH LLC
Adviser information for VARIANT PRIVATE WEALTH LLC last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 814 | $181.8M |
| Non-Discretionary | 5 | $1.0M |
| Total | 819 | $182.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 92 | $38.8M |
| HNW Individuals | 91 | $144.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 174.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| VARIANT PRIVATE WEALTH | VARIANT PRIVATE WEALTH |
Identifiers
| SEC RIA File Number | 801-110471 |
|---|---|
| SEC ERA File Number | 801-110471 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288011 |
| Legal Entity Identifier | None |
Principal Office
8350 BROAD ST.SUITE 220
TYSONS
VA
United States
Monday - Friday, 9 AM TO 4 PM
Tel: 703-760-7600, Fax: 703-760-8900
Chief Compliance Officer
DAVID MORGANTE
MANAGING MEMBER
8350 BROAD ST.
SUITE 220
TYSONS
VA
United States
Tel:
703-760-7600
D*************@************M
(Full email address available in API data)
Industry Affiliates
| VARIANT INSURANCE, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORGANTE, DAVID, ANTHONY | Individual | – | MANAGING MEMBER/CCO | 06/2017 | > 75% |