# Ross Wealth Advisors

Ross Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 304359
- **SEC file number:** 801-136561
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304359

## About

Since 1987, Ross Wealth Advisors has been assisting families plan for and enjoy retirement with confidence. We call this our ARMOR UP plan. ARMOR UP is more than just a retirement plan—it is like body armor for your retirement - designed to protect your assets, income, and future. By focusing on all five critical areas for a successful retirement, it helps establish a strong foundation to face challenges in retirement with confidence and resilience. Leaving but one of the five key areas out of your plan might just put your retirement at risk. ARMOR Up It’s about replacing uncertainty with understanding and giving you the peace of mind for that abundant retirement you want and deserve. Ross Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Ross Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Ross Wealth Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information.

## Questions

### Who leads Ross Wealth Advisors?

The firm does not publicly disclose its leadership team. No named principals or executives appear in public records. The ownership structure is unknown (public record).

### What services does Ross Wealth Advisors offer?

As a registered investment advisor, the firm provides financial planning, investment management, and wealth management services to individuals and families. The scope of its discretionary authority is not publicly defined (public record).

### What is Ross Wealth Advisors' AUM?

The firm does not publicly report its assets under management. No regulatory filings or press releases disclose this figure (public record).

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Last updated: 2026-06-03T20:00:00.000Z

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