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ROSS WEALTH ADVISORS, LLC
CRD 304359 · SEC 801-136561
1093 FISHINGER ROAD, COLUMBUS, OH, 43221, United States
Phone
614-545-0277
Fax
844-444-1093
Registration
— (—)
Source
State registered
Total AUM
$139.7M
Discretionary AUM
$139.7M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $92.4M |
| High net worth individuals | 26 | $46.2M |
| Pension/profit sharing plans | 4 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD