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Building 2RILEY WEALTH ADVISORS, LLC

Map pinSOUTHLAKE, TX
Phone817-870-4680
NotebookSEC #801-68657
Total AUM
$125.6M
Employees
1
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 NORTH CARROLL AVENUE
SUITE 110
SOUTHLAKE
TX 76092
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
817-870-4680
Other Offices
1

ReceiptFinancials

Total AUM
$125.6M
Accounts
830
Discretionary
$125.6M
Accounts
830
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$44.6M
HNW Individual Clients
40
AUM
$81M
Investment Company Clients
5
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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