RIA WEALTH ADVISORS, LLC

310 West Main Avenue
Round Rock, Texas 78664
Tel: (512) 218-7993

About RIA WEALTH ADVISORS, LLC

RIA WEALTH ADVISORS, LLC, formally registered with the SEC as RIA WEALTH ADVISORS, LLC. The firm was established in 02/22/2021. They have over 2 offices throughout the country.

RIA WEALTH ADVISORS, LLC is a Round Rock, Texas based Financial Planning firm with nearly $118,732,187 assets under management, offering retirement planning & investment advisory services to 550 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312072
SEC#	801-120371
Assets Managed by Firm	$118,732,187
No. of Clients	550
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	550	$118,732,187
Individuals (other than high net worth individuals)	206	$56,973,106
High net worth individuals	27	$61,759,081

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