# Variant Private Wealth LLC

> 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.

- CRD: 288011
- Filed as: VARIANT PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tysons, VA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288011
- AdvisorCensus page: https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011

## Quick answers

**How is Variant Private Wealth LLC compensated?**
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).

**Where is Variant Private Wealth LLC located?**
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).

**Is Variant Private Wealth LLC registered with the SEC or a state?**
Variant Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288011.

**How much does Variant Private Wealth LLC manage?**
Variant Private Wealth LLC reports $267,478,020 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (99% discretionary).

**How have Variant Private Wealth LLC's assets and staff changed since 2021?**
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.

**What types of clients does Variant Private Wealth LLC serve?**
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).

**Which custodians does Variant Private Wealth LLC use?**
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.

**Does Variant Private Wealth LLC report any disciplinary disclosures?**
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

**Does Variant Private Wealth LLC state an account minimum?**
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."

**What changed in Variant Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $217,096,982 to $267,478,020 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> VPW requires each client to place at least $ 750,000 with the firm. This minimum may be waived at the discretion of VPW.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $267,478,020
- Discretionary: $266,058,085
- Non-discretionary: $1,419,935

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $20,105,447 |
| High net worth individuals | 136 | $244,299,658 |
| Corporations or other businesses not listed above | 7 | $3,072,915 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DC, FL, MD, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Rochester, NY

### Websites listed on Form ADV (Item 1.I)
- variantprivatewealth.com
- Facebook @VARIANTPRIVATEWEALTH
- LinkedIn @VARIANT-PRIVATE-WEALTH
- LinkedIn @davidmorgante
- LinkedIn @george-clark-4b62a8207
- LinkedIn @tylerharper17

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $143,046,939 | 4 | April 27, 2021 |
| October 2022 | $168,913,380 | 4 | April 28, 2022 |
| October 2023 | $147,341,789 | 4 | August 28, 2023 |
| October 2024 | $182,852,683 | 5 | September 26, 2024 |
| October 2025 | $217,096,982 | 3 | February 4, 2025 |
| October 2026 | $267,478,020 | 4 | September 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $217,096,982 to $267,478,020 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Variant Private Wealth LLC (CRD 288011): Form ADV filing data as of October 2026.