Firm profile

VARIANT PRIVATE WEALTH LLC

TYSONS, VACRD 288011Latest ADV March 31, 2026

Variant Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tysons, VA. Its latest Form ADV filing, dated March 31, 2026, reports $267M in regulatory assets under management, 4 employees, 1 office, and 851 accounts.

Assets Under Management
$267M
Employees
4
Offices
1 office
Total Clients
205
Primary office
TYSONS, VA
8350 BROAD ST., SUITE 220, TYSONS, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid A. Morgante

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 66.3% of total clients.
Top client categories% of clientsClients
1
HNWI
66.3%
136
2
Individuals
30.2%
62
3
Corporations
3.4%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$267Mas of March 31, 2026
Discretionary99.5%
$266M
99% of total RAUM99.5%
Non-discretionary0.5%
$1M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$267M
Total Accounts851
10Y AUM Change+$267M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee51:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.