Derek Brandt Levee
Investment Adviser Representative at RIA Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Derek Brandt Levee is an investment adviser representative with RIA Wealth Advisors, LLC in Durango, CO, where they have been registered since 2023. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Diversify Advisory Services, LLC and RIA Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
4 states and territories
Arizona, California, Colorado, New Mexico
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advanced Capital ManagementJan 2008 – no end date reportedRound Rock, TX
- Advanced Wealth StrategiesJan 2008 – no end date reportedRound Rock, TX
- Integrated Advisors NetworkJul 2015 – Jan 2020Palos Verdes Estates, CA
- Vineyard Asset MangementJan 2015 – no end date reportedSpringfield, MO
- DFPG Investments LLCJul 2015 – Apr 2025Sandy, UT
- RIA AdvisorsJan 2020 – Jun 2023Houston, TX
- Animas Capital ManagementJan 2015 – no end date reportedDurango, CO
- RIA Wealth Advisors, LLCMar 2023 – May 2025Durango, CO
- Diversify Advisory ServicesFeb 2025 – no end date reportedSandy, UT
- Arkadios CapitalApr 2025 – no end date reportedAtlanta, GA
- RIA Wealth Advisors, LLCMay 2025 – no end date reportedDurango, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RIA Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $15,000 (waivable)
- First $500,0001.50%
- $500,001 to $1,000,0001.35%
- $1,000,001 to $2,000,0001.25%
- $2,000,001 and above1.10%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Round Rock, TX
- SEC file number:
- 801-120371
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at RIA Wealth Advisors, LLC
2 other advisors in the directory
Similar advisors in Durango, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek Brandt Levee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched