Donald Leonard Ross
Investment adviser representative at Ross Wealth Advisors, LLC
27 yearsExperience
1 stateRegistered in
$139.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Ross Wealth Advisors, Inc.Jan 1999 to now
- Tounjian Advisory Group, LLCMay 2015 to Jun 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ross Wealth Advisors, LLC
$139.7MAssets managed
274Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1786206
- Firm CRD
- 304359