ROSS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 304359
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals66.17%
- HNWI33.04%
- Pension & Profit Sharing Plans0.79%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ross Wealth Advisors, LLC is a privately owned limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses as well as selection of third‑party advisers. Ross Wealth Advisors also operates as an insurance broker, which ties to its use of annuities among available investment vehicles. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents6%
Contacts
2 of 2DONALD ROSS
Founder & PresidentCRD 1786206
DANIEL TETIRICK
AdvisorCRD 6164572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 1093 Fishinger Rd
- Time zone
- ET (UTC-5)
- Office locations
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