$19.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
9 Employees
170 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
1325 W. Randol Mill Rd. Suite 100 Arlington TX
About Ross Wealth Group, LLC
Ross Wealth Group, LLC is a Arlington-based RIA. The firm has been operating for 2 years. Managing $19.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
26 AVG AGE
$19.1M AVG AUM / ADVISOR
$112.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
9 Employees
1 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RUSSELL SCOTT ROSS
Investment Advisor Representative, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
G
GAGE CLAY ROSS
Chief Compliance Officer
- CRD
- #7294791
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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STEWART BRUCE LEAFBLAD
--
- CRD
- #2765315
Available
Available
Available
Grant Lee Nichols
Senior Vice President
- CRD
- #7496066
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,079,498 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,079,498 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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