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GR

Gage Clay Ross

ROSS WEALTH GROUP
ARLINGTON, TX
·CRD# 7294791·6 years experience

Professional Summary

Gage Clay Ross, who also goes by Gage Ross, is a registered financial advisor currently at ROSS WEALTH GROUP, LLC located in Arlington, Texas. Gage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gage has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gage Ross

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

ROSS WEALTH GROUP, LLC·CRD# 331750
RIA
1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012
August 3, 2025 - Present
COPPELL ADVISORY SOLUTIONS LLC·CRD# 156549
RIA
Arlington, TX
July 25, 2025 - December 22, 2025
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Arlington, TX
December 9, 2021 - January 8, 2024
CREATIVEONE WEALTH, LLC·CRD# 281213
RIA
Arlington, TX
September 14, 2020 - December 1, 2021

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Current Firm

RW
ROSS WEALTH GROUP, LLC

ROSS WEALTH GROUP, LLC

CRD#: 331750
Texas
Registered Investment Advisory firm - Texas (12/20/2024 Approved)

Contact Information

Main Address

1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012

Phone Number

(817) 795-7877

# of Employees

9

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

170

AUM (Assets Under Management)

$19,079,498

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) RUSS ROSS CONSULTANTS LLC DBA ROSS WEALTH GROUP; YES INVESTMENT RELATED; 1325 W RANDOL MILL RD. STE. 100 ARLINGTON, TX 76012; INSURANCE SALES; FINANCIAL ADVISOR/CHIEF OPERATIONS OFFICER; START DATE 02/2017; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. DJ Services - Sole proprietorship - DJing clubs and private parties in the DFW area 3. ROSS WATCHES LLC POSITION: Founder NATURE: This business will design, manufacture, and sell fine timepieces. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2022 ADDRESS: 2828 Woodside St, 4114, Dallas TX 75204, United States DESCRIPTION: I am the founder, designer, and spokesperson for the brand. 4. Coppell Advisory Solutions LLC; Investment Related; At reported business location; RIA; investment adviser representative; 07/2025; 160 hours/month, 160 hours/month during securities trading hours; service advisory clients.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(8/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2020About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gage Clay Ross's CRS (Customer Relationship Summary).

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