RIA Wealth Advisors, LLC
● SEC registered since 2021CRD 312072SEC# 801-120371Round Rock, TX
Reg. AUM
$126.5M
Employees
5
Accounts
562
Location
Round Rock, TX
About RIA Wealth Advisors
RIA Wealth Advisors is associated with Animas Capital Management, an SEC-registered trusted partner offering portfolio management and wealth insights. It provides advisory services spanning allocation and retirement.
Summary based on the firm’s website.
RIA Wealth Advisors, LLC assets under management
RIA Wealth Advisors, LLC is an SEC-registered investment adviser based in Round Rock, TX. The firm has been registered since 2021. It reports $126.5 million in regulatory assets under management and employs 5 people.
RIA Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Brandt Levee Control | Chief Compliance Officer | Over 75% | 2025 |
| John Edward Levee Control | Manager | Over 75% | 2023 |
Frequently asked questions
How much does RIA Wealth Advisors, LLC manage?
RIA Wealth Advisors, LLC reports $126.5 million in regulatory assets under management on its Form ADV.
How many employees does RIA Wealth Advisors, LLC have?
RIA Wealth Advisors, LLC reports 5 employees.
Where is RIA Wealth Advisors, LLC located?
RIA Wealth Advisors, LLC is based in Round Rock, TX and has been SEC-registered since 2021.
Does RIA Wealth Advisors, LLC disclose fund performance?
RIA Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310 West Main Avenue, Round Rock, TX 78664 |
| Phone | (512) 218-7993 |
| Fax | (512) 218-7997 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.5M▲ 7%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$126.5Mregulatory AUM
Discretionary $93.2MNon-discretionary $33.3M