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Home > Retirement Planners > texas > round rock > RIA WEALTH ADVISORS, LLC
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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|---|---|---|---|
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