{
  "crd_number": 288011,
  "slug": "variant-private-wealth-llc-tysons-va-288011",
  "primary_business_name": "VARIANT PRIVATE WEALTH LLC",
  "legal_name": "VARIANT PRIVATE WEALTH LLC",
  "dbas": [],
  "city": "Tysons",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-04-24",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 267478020.0,
  "raum_discretionary": 266058085.0,
  "raum_non_discretionary": 1419935.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20105447.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 244299658.0,
      "count": 136
    },
    "corporations_other_businesses": {
      "raum": 3072915.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "MD",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/VARIANTPRIVATEWEALTH",
    "https://linkedin.com/COMPANY/VARIANT-PRIVATE-WEALTH",
    "https://linkedin.com/in/davidmorgante",
    "https://linkedin.com/in/george-clark-4b62a8207",
    "https://linkedin.com/in/tylerharper17",
    "https://variantprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288011",
  "city_as_filed": "TYSONS",
  "url": "https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011",
  "display_name": "Variant Private Wealth LLC",
  "summary": "Variant Private Wealth LLC is an SEC-registered investment advisory firm in Tysons, VA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Variant Private Wealth LLC (CRD 288011): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Variant Private Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Variant Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Variant Private Wealth LLC located?",
      "a": "Variant Private Wealth LLC's principal office is in Tysons, VA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Variant Private Wealth LLC registered with the SEC or a state?",
      "a": "Variant Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288011."
    },
    {
      "q": "How much does Variant Private Wealth LLC manage?",
      "a": "Variant Private Wealth LLC reports $267,478,020 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have Variant Private Wealth LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Variant Private Wealth LLC: Regulatory assets under management: $143,046,939 in the October 2021 data and $267,478,020 in the October 2026 data, up 87%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Variant Private Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (136); individuals (other than high net worth individuals) (62); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does Variant Private Wealth LLC use?",
      "a": "Variant Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Variant Private Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288011"
    },
    {
      "q": "Does Variant Private Wealth LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"VPW requires each client to place at least $ 750,000 with the firm. This minimum may be waived at the discretion of VPW.\""
    },
    {
      "q": "What changed in Variant Private Wealth LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $217,096,982 to $267,478,020 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 143046939.0,
      "total_employees": 4,
      "filing_date": "2021-04-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 168913380.0,
      "total_employees": 4,
      "filing_date": "2022-04-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 147341789.0,
      "total_employees": 4,
      "filing_date": "2023-08-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 182852683.0,
      "total_employees": 5,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217096982.0,
      "total_employees": 3,
      "filing_date": "2025-02-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 267478020.0,
      "total_employees": 4,
      "filing_date": "2026-09-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $217,096,982 to $267,478,020 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$750,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $750,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "VPW requires each client to place at least $ 750,000 with the firm. This minimum may be waived at the discretion of VPW."
        ]
      }
    ],
    "quotes": [
      "VPW requires each client to place at least $ 750,000 with the firm. This minimum may be waived at the discretion of VPW."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 20105447.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 136,
      "fewer_than_5": false,
      "raum": 244299658.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3072915.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288011",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}