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AdvisorCensus / Financial advisors / District of Columbia / Washington / Radvanyi Wealth Management LLC

Radvanyi Wealth Management LLC

Reston, VAState-registered investment adviserCRD 273033

Filed as RADVANYI WEALTH MANAGEMENT LLC

Radvanyi Wealth Management LLC is a state-registered investment advisory firm in Reston, VA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

10 years
registered since 2016
$33,558,367
assets under management
1 arrangement
Percentage of assets
1
disclosure items (Item 11)

Quick answers

From the filing

How is Radvanyi Wealth Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Radvanyi Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Radvanyi Wealth Management LLC located?

Radvanyi Wealth Management LLC's principal office is in Reston, VA, according to its Form ADV.

Is Radvanyi Wealth Management LLC registered with the SEC or a state?

Radvanyi Wealth Management LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 273033.

How much does Radvanyi Wealth Management LLC manage?

Radvanyi Wealth Management LLC reports $33,558,367 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

What types of clients does Radvanyi Wealth Management LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (369); high net worth individuals (12).

Does Radvanyi Wealth Management LLC report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/273033

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$33,558,367

$33,558,367 as of October 2026, filing dated August 28, 2026.

Discretionary: $33,558,367.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 369 Assets $13,943,318 (42%)
High net worth individuals
Clients 12 Assets $19,615,049 (58%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2016 (10 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
VA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
radvanyiwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Radvanyi Wealth Management LLC (CRD 273033): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/radvanyi-wealth-management-llc-reston-va-273033