Riley Wealth Advisors, LLC

Riley Wealth Advisors, LLC (CRD# 145734) is a financial advisory firm headquartered in Southlake, TX. They manage $165,600,000 in 749 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $221,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, OK, TX

Financial Advisors at Riley Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan Loeffler
CRD#: 5979802
700 North Carroll Avenue, Suite 110, Southlake, TX 76092

Jonathan Loeffler (CRD# 5979802) is an Investment Advisor Representative working at Riley Wealth Advisors, LLC in Southlake, TX and has over 4 years of experience in the finance industry.

2
Mark A. Pomeroy
CRD#: 4638578
16427 North Scottsdale Road, Suite 110, Scottsdale, AZ 85254

Mark Pomeroy (CRD# 4638578) is an Investment Advisor Representative working at Riley Wealth Advisors, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Mark Pomeroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William E. Riley
CRD#: 1493287
700 North Carroll Avenue, Suite 110, Southlake, TX 76092

William Riley (CRD# 1493287) is an Investment Advisor Representative working at Riley Wealth Advisors, LLC in Southlake, TX and has over 34 years of experience in the finance industry.

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