V
Variety RIA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides wealth management, financial planning, and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. It is a newly formed, registered investment adviser (established and registered in 2025) with a single principal and reported no assets under management as of the most recent filing.
Investment decisions are guided by an asset-allocation framework grounded in Modern Portfolio Theory and a mix of passive and active funds, with a long-term holding orientation and discretionary trading authority when clients agree. The firm recommends institutional custodians and relies on custodian valuations and individual-account trade execution rather than block trading.
Notably, the firm’s principal maintains outside business activities that include a licensed real estate brokerage/property management entity and ownership of a tax-preparation business, and continues to practice as a pharmacist; the brochure discloses these affiliations and states clients are not solicited for the real estate business and are not required to use the tax services. These outside activities, together with the firm’s recent formation and lack of AUM, are highlighted in the brochure and disclosed as potential conflicts with described mitigation measures.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Occupation focus
Pharmacist
Fee options
1.25% annually, charged quarterly in advance
Fee-only: Fee-only firm, compensated solely by advisory fees
Main office location
Variety RIA LLC
Brooklyn NY, United States
Number of offices
1
Most active in
Variety RIA LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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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