HUFFMAN WEALTH MANAGEMENT

Overview

Huffman Wealth Management is an independent, privately owned registered investment adviser operating as a limited liability company. The firm acts as a capital allocator and serves both individual & family clients and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The adviser also conducts insurance brokerage and accounting activities alongside its fiduciary services. Compensation is primarily a percentage-of-assets-under-management fee model. Huffman is not identified as an active ESG investor and is not presented as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices