Overview
Assets Under Management: $210 million
Headquarters: MORGANTOWN, WV
High-Net-Worth Clients: 204
Average Client Assets: $716,139
Frequently Asked Questions
HUFFMAN & ROSS WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334674), HUFFMAN & ROSS WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
HUFFMAN & ROSS WEALTH MANAGEMENT LLC is headquartered in MORGANTOWN, WV.
HUFFMAN & ROSS WEALTH MANAGEMENT LLC serves 204 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, HUFFMAN & ROSS WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
HUFFMAN & ROSS WEALTH MANAGEMENT LLC manages $210 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, HUFFMAN & ROSS WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 204
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.58
Average High-Net-Worth Client Assets: $716,139
Total Client Accounts: 655
Non-Discretionary Accounts: 655
Regulatory Filings
CRD Number: 334674
Filing ID: 2048333
Last Filing Date: 2026-02-02 11:14:29