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John Edward Levee

RIA WEALTH ADVISORS, LLC·ROUND ROCK, Texas
Unclaimed Profile
310 WEST MAIN AVENUE, ROUND ROCK, TX 78664CRD# 2022567Firm CRD# 312072
01

About

John Edward Levee is a registered financial advisor based in ROUND ROCK, Texas, affiliated with RIA WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIA WEALTH ADVISORS, LLC
RIA WEALTH ADVISORS, LLC
AUM
$110M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RIA WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2022567
Firm CRD# 312072
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Edward Levee offer?
John Edward Levee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROUND ROCK, Texas for a consultation.
What are John Edward Levee's credentials?
John Edward Levee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Edward Levee located?
John Edward Levee is based in ROUND ROCK, Texas, working with RIA WEALTH ADVISORS, LLC. Their office serves clients in the ROUND ROCK metropolitan area and surrounding communities.
How does John Edward Levee charge for services?
John Edward Levee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIA WEALTH ADVISORS, LLC?
RIA WEALTH ADVISORS, LLC has approximately 5 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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