Wealth Manager
    SEC Registered
    Manages Private Funds

    Huffman & Ross Wealth Management LLC

    Registered investment advisor · Morgantown, West Virginia · CRD #334674

    Assets Under Management
    $210M
    Client Accounts
    655
    Employees
    2
    CRD Number
    334674
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Huffman & Ross Wealth Management LLC

    Huffman & Ross Wealth Management LLC is a SEC-registered investment advisory firm headquartered in Morgantown, West Virginia, managing approximately $210M in regulatory assets across 655 client accounts. The firm's full regulatory record is filed with the SEC under CRD #334674.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Huffman & Ross Wealth Management LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Huffman & Ross Wealth Management LLC's AUM?

    Huffman & Ross Wealth Management LLC reports approximately $210M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Huffman & Ross Wealth Management LLC headquartered?

    Huffman & Ross Wealth Management LLC is headquartered in Morgantown, West Virginia.

    What is Huffman & Ross Wealth Management LLC's CRD number?

    Huffman & Ross Wealth Management LLC's CRD number is 334674. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Huffman & Ross Wealth Management LLC manage?

    Huffman & Ross Wealth Management LLC manages approximately 655 client accounts according to its latest SEC filing.

    Is Huffman & Ross Wealth Management LLC SEC registered?

    Yes, Huffman & Ross Wealth Management LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in West Virginia

    McKinley Carter Wealth Services, Inc.
    Wheeling, WV · $2.3B AUM
    Security Capital Management
    Wheeling, WV · $1.4B AUM
    Ntv Asset Management, LLC
    Charleston, WV · $1.2B AUM
    Commonwealth Financial Services
    Vienna, WV · $995M AUM
    Wesbanco Investment Department
    Wheeling, WV · $893M AUM
    Loc Investment Advisers
    Hurricane, WV · $771M AUM
    See all top RIA firms in West Virginia →

    Research firms like Huffman & Ross Wealth Management LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial