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ROSS WEALTH GROUP, LLC
CRD 331750
1325 W. RANDOL MILL RD., SUITE 100, ARLINGTON, TX, 76012, United States
Phone
817-795-7877
Fax
817-795-7876
Registration
— (—)
Source
State registered
Total AUM
$19.1M
Discretionary AUM
$19.1M
Team
9 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $11.7M |
| High net worth individuals | 10 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD