Huffman & Ross Wealth Management LLC

RIASEC Registered

Total AUM

$210M

Discretionary

0% of AUM

Avg account

$321K

Accounts

655

Employees

Advisory reps

Firm details

Headquarters: Morgantown, West Virginia
CRD number: 334674
Registered since: April 30, 2025
Website: huffmanross.com
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, owner-operated registered investment adviser organized as an LLC. The firm is SEC registered (2025) and positions itself as a capital allocator for both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.