A complete list of active advisors currently associated with Radvanyi Wealth Management LLC
Warmer can help you find a great advisor at Radvanyi Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Radvanyi Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reston, VA
| 27
|
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