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Managing Member/chief Compliance Officer · Ross Wealth Advisors, LLC

Donald L. Ross

CRD 1786206 · Named on Form ADV at one SEC-registered adviser

At a glance

Ross Wealth Advisors, LLC, an SEC-registered wealth manager based in Columbus, OH with $140 million in regulatory assets, lists Donald L. Ross on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Ross Wealth Advisors, LLCManaging Member/chief Compliance OfficerWealth manager · Columbus, OH · $140M in regulatory assets

AtlasMembers

Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.