Variant Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$264,405,105
Clients
198
Advisors
4
of 4 employees
About
Variant Private Wealth provides fee-based comprehensive and goal-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans and corporations. The firm also offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program through which it manages wrapped accounts on an individualized basis.
Investment recommendations are built from a client-specific financial plan and tailored asset-allocation guidelines, using both fundamental and technical analysis and regular monitoring with rebalancing as needed. The firm discloses that some separately managed accounts may employ borrowing and derivative strategies (including margin, leveraged ETF exposure and option-related structures) and describes the associated liquidity and tax risks in its brochure.
Variant Private Wealth is the sponsor and sole portfolio manager of its wrap-fee program, a program feature the firm highlights in its wrap brochure. The firm is also affiliated with an insurance brokerage (Variant Insurance, LLC) and a tax/accounting services entity (Variant Tax Services, LLC), relationships the brochure discloses as potential conflicts of interest and addresses with disclosure and mitigation measures; the firm manages roughly $267 million for about 198 clients and typically imposes a $750,000 account minimum (waivable).
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $750 to $10,000 per plan
$0 - $249,999: 1.50% (Wrap Asset Management service) $250,000 - $749,999: 1.25% (Wrap Asset Management service) $750,000 - $1,249,999: 1.00% (Wrap Asset Management service) $1,250,000 - $1,749,999: .90% (Wrap Asset Management service) $1,750,000 - $2,499,999: .80% (Wrap Asset Management service) $2,500,000 - $3,999,999: .70% (Wrap Asset Management service) $4,000,000 - $5,999,999: .60% (Wrap Asset Management service) $6,000,000 - $9,999,999: .50% (Wrap Asset Management service) $10,000,000 - $29,999,999: .40% (Wrap Asset Management service) $30,000,000 - $59,999,999: .35% (Wrap Asset Management service) $60,000,000+: .30% (Wrap Asset Management service) $0 - $249,999: 2.00% (Comprehensive Wrap Asset Management service) $250,000 - $749,999: 1.50% (Comprehensive Wrap Asset Management service) $750,000 - $1,249,999: 1.25% (Comprehensive Wrap Asset Management service) $1,250,000 - $1,749,999: 1.15% (Comprehensive Wrap Asset Management service) $1,750,000 - $2,499,999: 1.00% (Comprehensive Wrap Asset Management service) $2,500,000 - $3,999,999: 0.90% (Comprehensive Wrap Asset Management service) $4,000,000 - $5,999,999: 0.75% (Comprehensive Wrap Asset Management service) $6,000,000 - $9,999,999: 0.60% (Comprehensive Wrap Asset Management service) $10,000,000 - $29,999,999: 0.50% (Comprehensive Wrap Asset Management service) $30,000,000 - $59,999,999: 0.45% (Comprehensive Wrap Asset Management service) $60,000,000+: 0.40% (Comprehensive Wrap Asset Management service)
Hourly rate for financial planning and consulting services: $350 per hour
Account minimum: $750,000 (may be waived at discretion of firm) Minimum fee: Financial planning fees generally range from $750 to $10,000 per plan Fee-only: Financial planning fees generally $750 to $10,000 per plan, hourly rate $350 per hour for consulting and financial planning services
Main office
8350 Broad St., Suite 220
Tysons VA 22102
Advisors at this office
4
Most active in
District of Columbia · Florida · Maryland · New York · Texas · Virginia
Also doing business as
Mathison & Associates LLC · Variant Private Wealth LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David M
CFP®, Series 66
Tysons, VA
Variant Private Wealth LLC
David Morgante is a CFP® and Series 66 licensed financial advisor with 23 years of experience. He has worked at Variant Private Wealth LLC since 2017 and previously spent 13 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Morgante owns and operates an income tax preparation business. Variant Private Wealth provides fee-based financial planning and individualized investment management to a range of clients, including individuals, families, trusts, and organizations. The firm combines fundamental and technical analysis to tailor investment strategies based on client-specific financial plans.
George C
CFP®, Series 65
Tysons, VA
Variant Private Wealth LLC
George Clark is a CFP® and holds a Series 65 license, with two years of experience in the financial industry. He is currently an advisor at Variant Private Wealth LLC and has prior experience at LII Wealth Management. Outside of his advisory role, Clark has worked at Bull Run Golf Club and held positions at Virginia Tech and Home Depot. Variant Private Wealth LLC provides fee-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and corporations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program, using client-specific financial plans and tailored asset-allocation strategies.
Alexander T
Series 65
Tysons, VA
Variant Private Wealth LLC
Alexander Tagliareni is a financial advisor at Variant Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in hospitality and education before joining the firm. Variant Private Wealth provides fee-based comprehensive and goal-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and charitable organizations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program with portfolio management tailored to client-specific financial plans and asset allocation guidelines.
Tyler H
CFP®, Series 65
Tysons, VA
Variant Private Wealth LLC
Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.
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