HUFFMAN & ROSS WEALTH MANAGEMENT LLC
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 Individuals
Firm profile
FINTRXOverview
Huffman & Ross Wealth Management LLC is an independently owned registered investment adviser organized as an LLC. The firm focuses on financial planning and portfolio management for individuals, families and small business clients, and also works with some institutional accounts. Its compensation blends asset-based fees with fixed-fee engagements. Huffman & Ross reports a largely client-directed approach: they do not act as a capital allocator and characterize their assets as non-discretionary. The firm does not market itself as an ESG-focused or multi-state adviser and does not provide pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 2JON HUFFMAN
Co-FounderCRD 4505697
JENNIFER ROSS
Co-FounderCRD 5026217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
IRONWOOD WEALTH MANAGEMENT, INC.
RIAHURRICANE, WV
FORT HENRY CAPITAL, LLC
RIAWHEELING, WV
STEELOAKS INVESTMENT ADVISERS, INC.
RIAWEIRTON, WV
HOXTON PLANNING & MANAGEMENT, LLC
RIASHEPHERDSTOWN, WV
ANTHONY INVESTMENT MANAGEMENT, LLC
RIAWHEELING, WV
ROHR CAPITAL MANAGEMENT
RIAPARKERSBURG, WV