R
$126.5M Total AUM
$93.2M Disc. AUM
103.0% 3Y CAGR
5 Employees
241 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2021
- Office Locations
- 2
Office Locations
1485 Florida Road Suite C202 Durango CO
310 W Main St. AVE Round Rock TX
About RIA Wealth Advisors, LLC
RIA Wealth Advisors, LLC is a Round Rock-based RIA with 2 offices. The firm has been operating for 5 years. Managing $126.5M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and TD Ameritrade.
Team overview
45 AVG AGE
$42.2M AVG AUM / ADVISOR
$524.9K AVG AUM / CLIENT
3.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
DEREK BRANDT LEVEE
Chief Compliance Officer
- CRD
- #4121563
- Ownership
- 75% or more
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JOHN EDWARD LEVEE
Manager
- CRD
- #2022567
- Ownership
- 75% or more
Available
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Showing 2 of 2 owners & executives
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C
CHRISTOPHER KINGSLEY LAROCHELLE
--
- CRD
- #4883462
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,183,000 | $249,152 |
| Non-Discretionary | $33,314,000 | $177,202 |
| Total | $126,497,000 | $225,084 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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