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ROSS WEALTH ADVISORS, LLC

COLUMBUS, OH · CRD 304359 · IAPD ↗ · 833armorup.com · 614-545-0277

$139.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — ROSS WEALTH ADVISORS, LLC (COLUMBUS, OH) is newly SEC-registered with $139.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.