Ross Wealth Advisors, LLC

Overview

Ross Wealth Advisors, LLC is a fee-based wealth manager and insurance broker that serves individuals, families and institutional clients. The firm is structured as an LLC and is owned by an individual. Its advisory scope centers on portfolio management for individuals and small businesses and on selecting third‑party managers, indicating a mix of discretionary management and outsourced manager relationships. Ross Wealth Advisors charges a percentage of assets under management and is identified as a capital allocator rather than an ESG-focused manager; it is not registered as a multi-state adviser. The firm combines traditional advisory services with insurance distribution, which supports use of annuities and other insurance solutions alongside investment management. Ross Wealth Advisors is SEC registered (registration noted in 2026) and is not positioned as a pension consultant or a related adviser to another firm.

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Public Holdings

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Location & Offices