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 is an independent investment advisory firm that provides discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, corporations and charitable organizations, managing roughly $33.6 million for about 381 clients. The firm delivers ongoing supervisory services and charges asset‑based advisory fees for its management engagements. 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‑ and short‑term trading as appropriate to client objectives and risk tolerances. It generally manages client assets internally, typically exercises discretionary authority, recommends Interactive Brokers for execution, permits client‑directed brokerage, and may receive research or services from custodians. Notable distinctions include the principal’s ownership of a separate real estate investment company active in Virginia and Montana; the adviser discloses that it does not recommend that entity’s services to advisory clients. The firm’s brochure also discloses a recent settlement with the Virginia State Corporation Commission addressing filing and recordkeeping deficiencies, resolved by a settlement order and payment of a fine.

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.