Radvanyi Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,558,367
Total clients
381
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
381
Average account size
$88,080
About
Radvanyi Wealth Management LLC provides ongoing portfolio management to individuals (including high‑net‑worth clients) and charitable organizations. The firm creates an Investment Policy Statement for each client, offers discretionary management, and conducts regular portfolio monitoring and reporting.
The advisor employs a mix of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and uses both long‑term and short‑term trading to implement client strategies. Portfolios may include mutual funds, fixed income, real estate funds/REITs, equities, ETFs (including precious‑metals ETFs), TIPS, commodities, non‑U.S. securities and venture capital funds; the firm typically recommends Interactive Brokers as custodian.
Distinctive for a solo independent practice, the firm directly manages roughly $30 million in client assets and does not delegate to third‑party subadvisers. The firm also discloses an ownership interest in a separate real estate investment business — an outside‑business affiliation that is relatively uncommon among peers and is identified in the brochure as a relationship the firm will manage and disclose to clients.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
$0 - $2,000,000: 2.00% $2,000,001 - /null: 1.50%
Main office location
Radvanyi Wealth Management LLC
1939 Roland Clarke Place, Suite 350
Reston VA 20191, United States
Number of offices
1
Most active in
Radvanyi Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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