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HUFFMAN WEALTH MANAGEMENT

HUFFMAN WEALTH MANAGEMENT, LLC

CRD 322238

Visit website

8170 CORPORATE PARK DRIVE, SUITE 100, CINCINNATI, OH, 45242, United States

Phone

513-866-5800

Fax

513-866-5900

Registration

— (—)

Source

State registered

Total AUM

$85.6M

Discretionary AUM

$85.6M

Team

2 total employees; 1 advisory reps; 97 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals178$52.4M
High net worth individuals21$33.2M
Corporations/business entities1$1K

All web addresses on file

Official SEC filing: View on IAPD