$267.5M Total AUM
$266.1M Disc. AUM
-- 3Y CAGR
4 Employees
206 ADV. Clients
9 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-24-2017
- Office Locations
- 1
Office Locations
8350 Broad St. Suite 220 Tysons VA
About Variant Private Wealth LLC
Variant Private Wealth LLC is a Tysons-based RIA. The firm has been operating for 9 years. Managing $267.5M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
45 AVG AGE
$89.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID ANTHONY MORGANTE
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #4254550
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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GEORGE CLARK
--
- CRD
- #7565816
Available
Available
Available
T
Tyler Hapgood Harper
--
- CRD
- #7984821
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,058,085 | $314,489 |
| Non-Discretionary | $1,419,935 | $283,987 |
| Total | $267,478,020 | $314,310 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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