PPrivate Fund Data Log in Join · $37/mo

Derek Brandt Levee

Chief Compliance OfficerRIA Wealth Advisors, LLCCRD 4121563

About Derek Brandt Levee

Derek Brandt Levee is listed as Chief Compliance Officer at RIA Wealth Advisors, LLC in Round Rock, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of RIA Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Derek Brandt Levee work?

Derek Brandt Levee is listed as Chief Compliance Officer at RIA Wealth Advisors, LLC on SEC Form ADV.

How much of RIA Wealth Advisors, LLC does Derek Brandt Levee own?

Form ADV reports a beneficial ownership band of Over 75%.

RIA Wealth Advisors, LLC

TitleChief Compliance Officer
OwnershipOver 75%
Control personYes
Since2025