RIA Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$118,732,187
Total clients
233
12% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
78
Average account size
$509,580
About
RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high‑net‑worth clients through separate account management and a variable annuity management program. The firm documents client goals in investment policy statements and conducts periodic reviews, including at least annual meetings, to monitor progress and adjust strategies.
The firm emphasizes strategic asset allocation, using passive index and ETF funds as core holdings while adding active managers selectively and maintaining global diversification to manage market risk. Adviser generally has trading discretion within client‑agreed restrictions, uses no‑load or low‑load mutual funds and ETFs, and may refer clients to third‑party investment advisers as part of portfolio implementation.
The brochure discloses an affiliation with an insurance agency, RIA Insurance Agency, LLC, and notes that certain associated persons are licensed to sell insurance and may receive commissions when clients purchase insurance products. It also discloses the use of written solicitor and referral arrangements with third parties and explains fee‑sharing and disclosure practices intended to manage the related conflicts of interest.
Client services
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.25% $2,000,001 - And above: 1.10%
Some associated persons are separately licensed and may receive commissions from securities or insurance sales outside advisory services.
Account minimum: $15,000 Fee-only: Adviser’s services are charged on a fee only basis with no commissions or asset-based sales charges.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
RIA Wealth Advisors, LLC
310 West Main Avenue
Round Rock TX 78664, United States
Number of offices
2
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