Huffman & Ross Wealth Management LLC

RIASEC RegisteredEst. 2025

Total AUM

$210M

Discretionary

$0

0% of AUM

Avg account

$321K

Accounts

655

Employees

2

Advisory reps

2

Firm details

Headquarters: Morgantown, West Virginia
CRD number: 334674
Registered since: April 30, 2025
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.58%
Individuals28.86%
Pension & Profit Sharing Plans1.39%
Corporations / Businesses0.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Huffman & Ross Wealth Management LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and selecting third-party managers. Compensation combines percentage-of-AUM and fixed-fee arrangements. The firm is not an active ESG investor and does not operate as a multi-state adviser; its SEC registration is listed as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds47%
Exchange Traded Equities26%
Investment Grade Corp Bonds9%
Cash & Cash Equivalents8%
US Government Bonds7%

Contacts

2 of 2

Jon Huffman
Co-FounderCRD 4505697
Jennifer Ross
Co-FounderCRD 5026217

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Morgantown, WV

Monongalia

Location

Morgantown, WV

Headquartered in Morgantown, WV, anchoring the Morgantown-Fairmont, WV metro in the South.

Metro area: Morgantown-Fairmont, WV
Region: South
County: Monongalia
Address: 6220 Mid Atlantic Dr
Time zone: ET (UTC-5)
Office locations

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