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AdvisorCensus / Financial advisors / Texas / Austin / RIA Wealth Advisors, LLC

RIA Wealth Advisors, LLC

Round Rock, TXSEC-registered investment adviserCRD 312072

Filed as RIA WEALTH ADVISORS, LLC

RIA Wealth Advisors, LLC is an SEC-registered investment advisory firm in Round Rock, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

5 years
registered since 2021
$126,497,000
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is RIA Wealth Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), RIA Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is RIA Wealth Advisors, LLC located?

RIA Wealth Advisors, LLC's principal office is in Round Rock, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is RIA Wealth Advisors, LLC registered with the SEC or a state?

RIA Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312072.

How much does RIA Wealth Advisors, LLC manage?

RIA Wealth Advisors, LLC reports $126,497,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (74% discretionary).

How have RIA Wealth Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for RIA Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2021 data and $126,497,000 in the October 2026 data. Total employees: 1 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does RIA Wealth Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (31).

Which custodians does RIA Wealth Advisors, LLC use?

RIA Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does RIA Wealth Advisors, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312072

Does RIA Wealth Advisors, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 27, 2026 says: "To open and maintain a portfolio management account, Adviser generally requires that the client represents and warrants that the value of their account initially is at least $ 15,000. At Adviser’s discretion, we may accept clients with smaller accounts."

What changed in RIA Wealth Advisors, LLC's recent Form ADV filings?

In the April 2026 filing data: Changed its office addresses in Durango, CO.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $15,000 (the brochure says it may be waived or negotiated)

The brochure's wording
To open and maintain a portfolio management account, Adviser generally requires that the client represents and warrants that the value of their account initially is at least $ 15,000. At Adviser’s discretion, we may accept clients with smaller accounts.

As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$126,497,000

$126,497,000 as of October 2026, filing dated March 27, 2026.

Discretionary: $93,183,000.Non-discretionary: $33,314,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 210 Assets $56,924,000 (45%)
High net worth individuals
Clients 31 Assets $69,573,000 (55%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Also doing business as
ADVANCED WEALTH, ANIMAS CAPITAL
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 5. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Durango, CO
States registered or notice-filed
2 states or jurisdictions
COTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2021 $10.6M 2022 $110M 2023 $110M 2024 $119M 2025 $126M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$126,497,0005March 27, 2026
October 2025$118,732,1875July 28, 2025
October 2024$110,017,6395May 15, 2024
October 2023$110,024,3525September 22, 2023
October 2022$10,612,1577September 8, 2022
October 2021$01January 22, 2021

Regulatory assets under management: $0 in the October 2021 data and $126,497,000 in the October 2026 data.

Total employees: 1 in October 2021 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Changed its office addresses in Durango, CO.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
advancedgroup.bizanimascapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. RIA Wealth Advisors, LLC (CRD 312072): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ria-wealth-advisors-llc-round-rock-tx-312072