Radvanyi Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Radvanyi Wealth Management LLC provides discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, corporations, and charitable organizations, and states it has no account minimum. The firm reports managing about $33.6 million in client assets and delivers ongoing portfolio management tailored to clients’ goals, time horizons, and risk tolerances.
The firm’s investment process combines multiple methods of analysis — including charting, fundamental, technical, cyclical, quantitative techniques, and modern portfolio theory — and employs both long‑term and short‑term trading. RWM generally seeks discretionary trading authority, reviews accounts at least monthly, and commonly recommends Interactive Brokers as custodian while typically executing trades for individual accounts rather than routinely aggregating blocks.
A distinctive aspect of the firm is that the principal also owns a separate real estate investment company that operates in Virginia and Montana, a non‑investment‑advisory affiliation the brochure says is not recommended to advisory clients. The firm also disclosed a 2025 settlement with the Virginia State Corporation Commission addressing compliance and recordkeeping deficiencies, resolved by settlement and payment of fees and costs.
Client services
Expertise
Fee options
$0 - $2,000,000: 2.00% $2,000,000+: 1.50%
Main office
1939 Roland Clarke Place, Suite 350
Reston VA 20191
Advisors at this office
1
Most active in
Texas · Virginia
Also doing business as
Koadam LLC · Radvanyi Wealth Management · Radvanyi Wealth Management LLC · Radvanyi Welath Management LLC · Radvanyi, Peter A.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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