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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RIA Wealth Advisors LLC
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|---|---|
| CRD # | 312072 |
| SEC # | 801-120371 |
| CIK # | |
| AUM | $118.7 M (2025-07-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 512-218-7993 |
| Address | 310 West Main Avenue Round Rock, TX 78664 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 57.0 |
| (b) Individuals (high net worth individuals) | 27 | 61.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 118.7 |
| By Discretionary | ||
| Discretionary | 550 | 118.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 118.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.7 | |
| Total | 550 | 118.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Claremont Financial Group Inc
✚
|
CA | 0.1 |
|
Private Financial Management LLC
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0.1 | |
|
Knox Avenue Financial Corp
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MN | 0.1 |
|
Lifepoint Planning PLLC
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IL | 0.1 |
|
Tricapital Wealth Management Inc
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NC | 0.1 |
|
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WA | 0.1 |
|
Shadowridge Asset Management LLC
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|
TX | 0.1 |
|
Clarity Financial Planners LLC
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|
MO | 0.1 |
|
Kevin E Vandenberg LLC
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|
0.1 | |
|
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✚
|
CA | 0.1 |