RIA Intel›Advisers›Texas›ROSS WEALTH GROUP, LLC

ROSS WEALTH GROUP, LLC

Advisory

ARLINGTON, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,164

of 2,813 advisers by AUM

Average account

$112K

across 170 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

9

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients170

Team

Total Employees9

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

170 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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