DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V•••••• P•••••• W••••• L••
Latest filing Sep 16, 2026
First filing on the tape Apr 17, 2017 · 32 filings
SEC status approved since Apr 24, 2017
RAUM
$267M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$264M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$89.2M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$267M as of May 15, 2026
Mar 9, 2018$96.1M then
HNW client RAUM$244M as of May 15, 2026
Mar 9, 2018$38.3M then
State-registered IARs (5.B.3)3 as of May 15, 2026
Mar 9, 20183 then
Employees (5.A)4 as of May 15, 2026
Mar 9, 20184 then
Private funds: no history
RAUM +23% over the last fiscal year+22% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Sep 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $66.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $314,310derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $260MreportedItem 5.I
- Custody
- $241M, 98 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$244M91%
- Individuals$20.1M7.5%
- Corporations and businesses$3.1M1.1%
- Individual clients
- 62reported
- HNW clients
- 136reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 851reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $241M for 98 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• A•••••• M•••••••Certified Financial Planner | Tysons, Va | Jun 21, 2017 | 22 y | 1 |
| G••••• C••••Certified Financial Planner | Tysons, Va | Jul 16, 2024 | 10 y | 0 |
| T•••• H•••••• H•••••Certified Financial Planner | Tysons, Va | Sep 12, 2024 | 13 y | 0 |
| A•••••••• J••• T••••••••• | Tysons, Va | Sep 16, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- N••• V••••••••• to F•••••• F•••••••• A•••••••• L••Apr 29, 2024 · RIA to affiliated broker-dealer or bank
- M•••••• C••••••••• to U•• F•••••••• S••••••• I•••Oct 28, 2019 · RIA to wirehouse
- J••• A•••• C•••••• to S•• I••••••••• A•••••••• I•••Oct 5, 2018 · RIA to affiliated broker-dealer or bank
- R••••• V• N•••••• to F••••••• P••••••• A•• W•••••••• A•••••••Jul 25, 2018 · RIA to affiliated broker-dealer or bank
Joined, latest
- D•••• A•••••• M••••••• from A••••••••• F•••••••• S•••••••• L••Jun 21, 2017 · Affiliated broker-dealer or bank to a newly registered adviser
- R••••• V• N•••••• from A••••••••• F•••••••• S•••••••• L••Jun 19, 2017 · Affiliated broker-dealer or bank to a newly registered adviser
- J••• A•••• C•••••• from A••••••••• F•••••••• S•••••••• L••Jun 19, 2017 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from A••••••••• F•••••••• S•••••••• L••Jun 12, 2017 · Vienna, Va
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••••• D••••• A•••••• · Managing Member/Ccocontrolsince 06/2017 · owns 75% or more
Related persons
Schedule D 7.A
- V•••••• I••••••••• L••real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tysons, Va · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Rochester, NY
What changed
consecutive filings, newest first
- Financial planning clients · 101-250 to 101-250May 15, 2026 to Sep 16, 2026
- Succession · false to unsetMay 15, 2026 to Sep 16, 2026
- Financial planning clients · 1-10 to 101-250Mar 31, 2026 to May 15, 2026
- Accounts · 653 to 851Feb 4, 2025 to Mar 31, 2026
- Corporate clients · unset to 7.0Feb 4, 2025 to Mar 31, 2026
- HNW clients · 94 to 136Feb 4, 2025 to Mar 31, 2026
- Individual clients · 100 to 62Feb 4, 2025 to Mar 31, 2026
- Assets in custody · $104M to $241MFeb 4, 2025 to Mar 31, 2026
- Employees · 3 to 4Feb 4, 2025 to Mar 31, 2026
- Financial planning clients · 51-100 to 1-10Feb 4, 2025 to Mar 31, 2026
- Discretionary RAUM · $216M to $266MFeb 4, 2025 to Mar 31, 2026
- HNW RAUM · $178M to $244MFeb 4, 2025 to Mar 31, 2026
- Individual RAUM · $39.0M to $20.1MFeb 4, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.2M to $1.4MFeb 4, 2025 to Mar 31, 2026
- RAUM · $217M to $267MFeb 4, 2025 to Mar 31, 2026
- Accounts · 819 to 653Sep 26, 2024 to Feb 4, 2025
- Advisory employees · 2 to 3Sep 26, 2024 to Feb 4, 2025
- HNW clients · 91 to 94Sep 26, 2024 to Feb 4, 2025
- Individual clients · 92 to 100Sep 26, 2024 to Feb 4, 2025
- Assets in custody · $147M to $104MSep 26, 2024 to Feb 4, 2025
- Employees · 5 to 3Sep 26, 2024 to Feb 4, 2025
- Financial planning clients · 51-100 to 51-100Sep 26, 2024 to Feb 4, 2025
- Discretionary RAUM · $180M to $216MSep 26, 2024 to Feb 4, 2025
- HNW RAUM · $144M to $178MSep 26, 2024 to Feb 4, 2025
- Individual RAUM · $38.8M to $39.0MSep 26, 2024 to Feb 4, 2025
- Non-discretionary RAUM · $2.8M to $1.2MSep 26, 2024 to Feb 4, 2025
- RAUM · $183M to $217MSep 26, 2024 to Feb 4, 2025
- Related insurance company · false to trueSep 26, 2024 to Feb 4, 2025
- Discretionary RAUM · $182M to $180MJul 15, 2024 to Sep 26, 2024
- Non-discretionary RAUM · $1.0M to $2.8MJul 15, 2024 to Sep 26, 2024
- Accounts · 671 to 819Oct 20, 2023 to Jan 10, 2024
- Advisory employees · 3 to 2Oct 20, 2023 to Jan 10, 2024
- HNW clients · 73 to 91Oct 20, 2023 to Jan 10, 2024
- Individual clients · 105 to 92Oct 20, 2023 to Jan 10, 2024
- Assets in custody · $116M to $147MOct 20, 2023 to Jan 10, 2024
- Employees · 4 to 5Oct 20, 2023 to Jan 10, 2024
- Discretionary RAUM · $147M to $182MOct 20, 2023 to Jan 10, 2024
- HNW RAUM · $97.8M to $144MOct 20, 2023 to Jan 10, 2024
- Individual RAUM · $49.5M to $38.8MOct 20, 2023 to Jan 10, 2024
- Non-discretionary RAUM · $546,470 to $1.0MOct 20, 2023 to Jan 10, 2024
Signals
3 dated events
- A•••••••• J••• T••••••••• registered as an investment adviser representative at V•••••• P•••••• W••••• L••Sep 16, 2026 · Advisor registered · fact
- N••• V••••••••• left V•••••• P•••••• W••••• L•• for F•••••• F•••••••• A•••••••• L•• (registered 2024-09-19)Apr 29, 2024 · Advisor changed firm · fact
- M••••••• • A••••••••• L•• filed its initial SEC registration (Form ADV)Apr 17, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 703-760-7600reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 703-760-8900reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/V••••••-P••••••-WEALTHreportedpublic record, Form ADV, Sep 18, 2026
- Website
- variantprivatewealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 703-760-7600reportedpublic record, Form ADV, Sep 16, 2026
- Contact form
- variantprivatewealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
- Team page
- variantprivatewealth.com/our-teamreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $89.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026