Round Rock, TX 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
310 W Main St. Ave
Round Rock TX 78664
Advisors at this office
2
Advisors at this office
John L
Series 63, Series 65
Round Rock, TX
RIA Wealth Advisors, LLC
John Levee is a financial advisor with RIA Wealth Advisors, LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Arkadios Capital, RIA Advisors, and DFPG Investments, among others. In addition to his advisory work, he is an author of books on financial topics. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a strategic asset allocation approach, focusing on passive index funds and ETFs with selective active funds, global diversification, and generally low turnover.
Christopher L
CFP®, Series 66
Round Rock, TX
RIA Wealth Advisors, LLC
Christopher Larochelle is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RIA Wealth Advisors, LLC in Round Rock, TX. His prior experience includes roles at Arkadios Capital, DFPG Investments, Inc., and First Allied Advisory Services, INC. In addition to his advisory work, he operates Advanced Wealth Strategies Group, focusing on client financial planning and securities sales. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a core of passive index funds and ETFs, complemented by selective active management and global diversification.
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