RIA Intelligence

RIA WEALTH ADVISORS, LLC

CRD #312072 SEC #801-120371 ROUND ROCK, TX (512) 218-7993
SEC Registered
Total AUM
$118.7M
Discretionary
$118.7M
Employees
5
Clients
--
Accounts
550

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MACK, CONNIEIMANAGERNA Control
MACK, CONNIEIMANAGERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
MACK, CONNIE, NMNICHIEF COMPLIANCE OFFICERNA Control
RATLIFF, JAMES, DANIELIMANAGERNA Control
RATLIFF, JAMES, DANIELIMANAGERNA Control
ROBERTS, LANCE, ERICIMANAGERNA Control
ROBERTS, LANCE, ERICIMANAGERNA Control
LEVEE, DEREK, BRANDTICHIEF COMPLIANCE OFFICERE Control
LEVEE, JOHN, EDWARDIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
LEVEE, JOHN, EDWARDIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
LEVEE, JOHN, EDWARDIMANAGERE Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
MACK, CONNIEIMANAGER, CHIEF COMPLIANCE OFFICERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
RATLIFF, JAMES, DANIELIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control
ROBERTS, LANCE, ERICIMANAGERC Control

Registrations

Federal

IA
Jul 28, 2025 REGISTERED

Notice Filings (2)

CO TX

Address

310 WEST MAIN AVENUE
ROUND ROCK, TX 78664
United States
Phone: (512) 218-7993