# 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.

- CRD: 312072
- Filed as: RIA WEALTH ADVISORS, LLC
- Also doing business as: ADVANCED WEALTH, ANIMAS CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Round Rock, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312072
- AdvisorCensus page: https://advisorcensus.com/firm/ria-wealth-advisors-llc-round-rock-tx-312072

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $126,497,000
- Discretionary: $93,183,000
- Non-discretionary: $33,314,000

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Durango, CO

### Websites listed on Form ADV (Item 1.I)
- advancedgroup.biz
- animascapital.com
- Facebook @Advanced-Wealth-Strategies-Group
- Facebook @john.levee
- LinkedIn @johnlevee

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | January 22, 2021 |
| October 2022 | $10,612,157 | 7 | September 8, 2022 |
| October 2023 | $110,024,352 | 5 | September 22, 2023 |
| October 2024 | $110,017,639 | 5 | May 15, 2024 |
| October 2025 | $118,732,187 | 5 | July 28, 2025 |
| October 2026 | $126,497,000 | 5 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in Durango, CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RIA Wealth Advisors, LLC (CRD 312072): Form ADV filing data as of October 2026.