Overview
Assets Under Management: $126 million
Headquarters: ROUND ROCK, TX
High-Net-Worth Clients: 31
Average Client Assets: $2.2 million
Frequently Asked Questions
RIA WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312072), RIA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
RIA WEALTH ADVISORS, LLC is headquartered in ROUND ROCK, TX.
RIA WEALTH ADVISORS, LLC serves 31 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, RIA WEALTH ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RIA WEALTH ADVISORS, LLC manages $126 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, RIA WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.00%
Average Client Assets: $2.2 million
Total Client Accounts: 562
Discretionary Accounts: 374
Non-Discretionary Accounts: 188
Regulatory Filings
CRD Number: 312072
Filing ID: 2084087
Last Filing Date: 2026-03-27 12:41:50