This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2019
- Office Locations
- 1
Office Locations
About Ross Wealth Advisors, LLC
Ross Wealth Advisors is an independent Columbus, OH RIA focused on retirement-minded households and entrepreneurs. The firm builds personalized retirement roadmaps spanning retirement income planning, tax and estate/legacy planning, healthcare and long-term care, and risk-managed portfolio construction. Investment implementation is ETF-forward, with custody at major platforms such as Schwab and Fidelity. Publishes an in-house guide to retirement income planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD LEONARD ROSS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1786206
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DANIEL MATSON TETIRICK
Wealth Advisor
- CRD
- #6164572
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,697,583 | $235,181 |
| Non-Discretionary | $0 | -- |
| Total | $139,697,583 | $235,181 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing