Ria Wealth Advisors, LLC

Ria Wealth Advisors, LLC (CRD# 312072) is a financial advisory firm headquartered in Round Rock, TX. They manage $110,017,639 in 545 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
310 West Main Avenue, Round Rock, TX 78664
https://www.animascapital.com/
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $201,867
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Ria Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Larochelle, financial advisor Round Rock TX
Christopher K. Larochelle
CRD#: 4883462
310 W Main Ave, Round Rock, TX 78664

Christopher Larochelle (CRD# 4883462) is an Investment Advisor Representative working at Ria Wealth Advisors, LLC in Round Rock, TX and has over 18 years of experience in the finance industry.

2
Derek Levee, financial advisor Round Rock TX
Derek B. Levee
CRD#: 4121563
310 West Main Avenue, Round Rock, TX 78664

Derek Levee (CRD# 4121563) is an Investment Advisor Representative working at Ria Wealth Advisors, LLC in Round Rock, TX and has over 23 years of experience in the finance industry.

3
John Levee, financial advisor Round Rock TX
John E. Levee
CRD#: 2022567
310 W Main St. Ave, Round Rock, TX 78664

John Levee (CRD# 2022567) is an Investment Advisor Representative working at Ria Wealth Advisors, LLC in Round Rock, TX and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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