ROSS WEALTH ADVISORS, LLC

ROSS WEALTH ADVISORS, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 304359). Regulatory assets under management: $139.7M.

Registration

• CRD: 304359
• SEC file number: 801-136561
• Type: Registered investment adviser
• Location: 1093 FISHINGER ROAD, COLUMBUS, OH, 43221
• Phone: 614-545-0277
• Latest filing: 2026-06-29
• Regulatory AUM: $139.7M
• Discretionary AUM: $139.7M
• Clients: 4
• Accounts: 594

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304359 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search