# Variant Private Wealth

Variant Private Wealth is a Bank / Wealth / Trust based in Tysons, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tysons, United States
- **Region:** North America
- **Address:** Tysons, VA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** variantprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/variant-private-wealth

## Regulatory record

- **CRD number:** 288011
- **SEC file number:** 801-110471
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288011

## About

Founded in 2017 and based in Tysons Corner, Virginia, Variant Private Wealth is a registered investment advisor that serves individuals, families, and institutional clients. The firm positions itself as a planning-centric wealth manager, integrating investment management with financial planning disciplines including cash flow modeling and tax-aware portfolio construction. This hybrid model places it closer in approach to a boutique multi-family office than a transactional brokerage, though the firm's scale and precise client composition remain private. The firm operates as a fiduciary under the Investment Advisers Act of 1940, meaning it holds a legal duty to prioritize client interests in both investment selection and ongoing portfolio management. Without publicly disclosed AUM or named investment leads, the firm's actual deployment capacity across public equities, fixed income, and alternative investments cannot be independently sized. The firm's headquarters remain in Tysons, Virginia, a Northern Virginia hub that is home to a dense concentration of high-net-worth households, government contractors, and technology executives. This location provides proximity to a meaningful base of potential clients. No additional offices, team headcount, or adjacent philanthropic or operating vehicles have been publicly documented. Variant's structural differentiator is its explicit emphasis on financial planning integration — tax planning, cash flow management, and investment advisory delivered under one roof — which remains less common among smaller RIAs that often outsource planning or investment management separately. Whether the firm has built proprietary technology, in-house tax preparation, or succession protocols to institutionalize this model is not publicly known.

## Questions

### Does Variant Private Wealth manage money for institutions or only individuals?

According to Altss research records, Variant advises individuals, families, and institutions. The firm's stated service scope includes portfolio management and financial planning for all three client categories, though no institutional mandates or named institutional clients have been publicly disclosed.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/variant-private-wealth

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