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Ross Wealth Advisors, LLC

● SEC registered since 2026CRD 304359SEC# 801-136561Columbus, OH
Export (members)
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
NameTitleOwnershipSince
Donald Leonard Ross ControlManaging Member/Chief Compliance OfficerOver 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

Address1093 Fishinger Road, Columbus, OH 43221
Phone614-545-0277
Fax844-444-1093
Office hours09:00 a.m. - 05:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.7M
Non-discretionary$0
Total (RAUM)$139.7M