Durango, CO Office
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RIA Wealth Advisors, LLC
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About
RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high‑net‑worth clients. The firm delivers ongoing discretionary portfolio management through separate accounts and documents client goals in investment policy statements.
The firm’s investment approach emphasizes strategic asset allocation, using passive index funds and ETFs as core holdings with selectively added active funds, global diversification, and generally low turnover. RIA Wealth also offers management of variable annuity subaccounts and may select third‑party advisers or include alternative investments when appropriate for a client’s objectives.
Notably, the brochure discloses the firm’s use of third‑party solicitors and referral arrangements and that such solicitations and any related compensation are disclosed to clients. The firm also states that some associated persons are licensed insurance agents who may sell insurance or annuity products for separate commission compensation, and it notes a recent material change in which the firm ended an affiliation with RIA Insurance, LLC.
Based on RIA Wealth Advisors, LLC
Expertise
Based on RIA Wealth Advisors, LLC
Location
1485 Florida Road, Suite C202
Durango CO 81301
Advisors at this office
1
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