# RIA WEALTH ADVISORS, LLC

RIA WEALTH ADVISORS, LLC of ROUND ROCK, TX is an SEC-registered investment adviser.

## Registration

- CRD: 312072
- Type: SEC-registered investment adviser
- SEC file number: 801-120371
- Location: 310 WEST MAIN AVENUE, ROUND ROCK, TX, 78664
- Phone: (512) 218-7993
- Latest filing: 2026-03-27
- Regulatory AUM: $126.5M
- Discretionary AUM: $93.2M
- Non-discretionary AUM: $33.3M
- Clients: 5
- Accounts: 562

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| John Edward Levee | MANAGER | — |
| Derek Brandt Levee | CHIEF COMPLIANCE OFFICER | — |
| Connie Nmn Mack | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS LANCE ERIC | MANAGER | — |
| MACK CONNIE | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| RATLIFF JAMES DANIEL | MANAGER | — |
| LEVEE JOHN EDWARD | MANAGER; MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| MACK CONNIE NMN | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DURANGO | CO | 1 | (970) 385-2555 |
| DURANGO | CO | 1 | (970) 385-2555 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312072/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312072/similar
- Related entities: https://search.stillhousedata.com/firm/312072/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312072

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.