Ross Wealth Advisors, LLC
● SEC registered since 2026CRD 304359SEC# 801-136561Columbus, OH
Reg. AUM
$139.7M
Employees
4
Accounts
594
Location
Columbus, OH
Ross Wealth Advisors, LLC assets under management
Ross Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Columbus, OH. The firm has been registered since 2026. It reports $139.7 million in regulatory assets under management and employs 4 people.
Ross Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Leonard Ross Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Ross Wealth Advisors, LLC manage?
Ross Wealth Advisors, LLC reports $139.7 million in regulatory assets under management on its Form ADV.
How many employees does Ross Wealth Advisors, LLC have?
Ross Wealth Advisors, LLC reports 4 employees.
Where is Ross Wealth Advisors, LLC located?
Ross Wealth Advisors, LLC is based in Columbus, OH and has been SEC-registered since 2026.
Does Ross Wealth Advisors, LLC disclose fund performance?
Ross Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1093 Fishinger Road, Columbus, OH 43221 |
| Phone | 614-545-0277 |
| Fax | 844-444-1093 |
| Office hours | 09:00 a.m. - 05:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.7MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$139.7Mregulatory AUM
Discretionary $139.7M