Unclaimed Profile

John Edward Levee

RIA WEALTH ADVISORS, LLC·ROUND ROCK, Texas

SIE, Series 6, Series 22, Series 26, Series 62, Series 63, Series 6533 years registeredRIA WEALTH ADVISORS, LLC

310 WEST MAIN AVENUE, ROUND ROCK, TX 78664CRD# 2022567Firm CRD# 312072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Edward Levee · ROUND ROCK, TX

Registration

CRD #2022567 · RIA WEALTH ADVISORS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

RIA WEALTH ADVISORS, LLC

Feb 2023 – present

DIVERSIFY ADVISORY SERVICES, LLC

Feb 2025 – Apr 2025

Round Rock, TX

RIA ADVISORS

Jan 2020 – Jul 2023

Round Rock, TX

INTEGRATED ADVISORS NETWORK LLC

Sep 2015 – Jan 2020

PALOS VERDES ESTATES, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Jan 2007 – Jul 2015

ROUND ROCK, TX

FFP ADVISORY SERVICES INC

Mar 1993 – Jan 2007

ROUND ROCK, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 26

Series 62

Series 63

Series 65

Registration record

First registered · March 18, 1993

Years registered · 33

Disclosure History

2005Customer Dispute·Denied

2001Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RIA WEALTH ADVISORS, LLC

CRD 312072 · SEC 801-120371

AUM

$110M

Regulatory assets under management

Employees

545 client accounts

Services offered by RIA WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIA WEALTH ADVISORS, LLC →

Introduction

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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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