$33.6M Total AUM
$33.6M Disc. AUM
-- 3Y CAGR
1 Employees
381 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
1939 Roland Clarke Place Suite 350 Reston VA
About Radvanyi Wealth Management LLC
Radvanyi Wealth Management is a fee-based, no-commission RIA providing financial planning, tax and estate planning support, and portfolio construction for individuals (including retirees and entrepreneurs). Portfolios are implemented largely with ETFs, with custody via Interactive Brokers. The firm also manages the U.S. Army Warrant Officers Association Lifetime Members Fund.
Team overview
-- AVG AGE
$33.6M AVG AUM / ADVISOR
$88.1K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Vehicles
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Platform
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Services
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Owner & Executives
PETER ALAN RADVANYI
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #3129076
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,558,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,558,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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