RIA WEALTH ADVISORS, LLC

Overview

RIA Wealth Advisors, LLC is a fee-based wealth manager organized as a limited liability company and focused on individual and family clients. The firm is owned by an individual and was registered with the SEC in 2021. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and for business or institutional clients when requested, with a standard fee model charged as a percentage of assets under management. Investment posture favors using pooled public funds for core equity and fixed-income exposures while accessing third-party managers for private-market and alternative strategies. The firm is not positioned as an ESG investor and is not classified as a capital allocator; instead it sources external managers for nontraditional allocations and supplements portfolios with insurance and fixed-income products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices