RIA Wealth Advisors, LLC
RIA Wealth Advisors, LLC is an SEC-registered mass-market adviser in Round Rock, TX with $126.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns RIA Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312072, SEC 801-120371, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $126.5M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Round Rock, TX
- Employees
- 5
- Clients
- 241
- CRD
- 312072
- Ownership
- MACK, CONNIE; ROBERTS, LANCE, ERIC; LEVEE, JOHN, EDWARD; RATLIFF, JAMES, DANIEL; MACK, CONNIE, NMN
How much AUM does RIA Wealth Advisors, LLC have?
RIA Wealth Advisors, LLC reported $126.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns RIA Wealth Advisors, LLC?
Disclosed owners and executives of RIA Wealth Advisors, LLC include MACK, CONNIE, ROBERTS, LANCE, ERIC, LEVEE, JOHN, EDWARD, RATLIFF, JAMES, DANIEL, MACK, CONNIE, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.