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RIA WEALTH ADVISORS, LLC
CRD 312072File 801-120371
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.5M
Bottom 25% of cohort (national)
Discretionary AUM
$93.2M
Non-discretionary $33.3M
Clients
241
562 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 22, 2021
- Principal office
- 310 WEST MAIN AVENUE, ROUND ROCK, TX, 78664
- Phone
- (512) 218-7993
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.5M
- Discretionary AUM
- $93.2M
- Non-discretionary AUM
- $33.3M
- Discretionary accounts
- 374
- Non-discretionary accounts
- 188
- Total accounts
- 562
- AUM per client
- $525K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $69.6M |
| Individuals (other than high net worth individuals) | 210 | $56.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.