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RIA Wealth Advisors, LLC

● SEC registered since 2021CRD 312072SEC# 801-120371Round Rock, TX
Export (members)
Reg. AUM
$118.7M
Employees
5
Accounts
550
Location
Round Rock, TX

RIA Wealth Advisors, LLC assets under management

RIA Wealth Advisors, LLC is an SEC-registered investment adviser based in Round Rock, TX. The firm has been registered since 2021. It reports $118.7 million in regulatory assets under management and employs 5 people.

RIA Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Derek Brandt Levee ControlChief Compliance OfficerOver 75%2025
John Edward Levee ControlManagerOver 75%2023

Frequently asked questions

How much does RIA Wealth Advisors, LLC manage?

RIA Wealth Advisors, LLC reports $118.7 million in regulatory assets under management on its Form ADV.

How many employees does RIA Wealth Advisors, LLC have?

RIA Wealth Advisors, LLC reports 5 employees.

Where is RIA Wealth Advisors, LLC located?

RIA Wealth Advisors, LLC is based in Round Rock, TX and has been SEC-registered since 2021.

Does RIA Wealth Advisors, LLC disclose fund performance?

RIA Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address310 West Main Avenue, Round Rock, TX 78664
Phone(512) 218-7993
Fax(512) 218-7997
Office hours8 a.m. - 4 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.7M
Non-discretionary$0
Total (RAUM)$118.7M