Ross Wealth Group, LLC

Overview

Ross Wealth Group, LLC is an independent, Texas-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Ross Wealth Group also engages in the selection of third‑party advisers and maintains insurance brokerage activity and an affiliation with an insurance company. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements. The firm identifies itself as a capital allocator but does not position itself as an ESG investor.

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Public Holdings

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Location & Offices