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HUFFMAN & ROSS WEALTH MANAGEMENT LLC
CRD 334674 · SEC 801-132669
6220 MID ATLANTIC DR, MORGANTOWN, WV, 26508, United States
Phone
304-241-4478
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $60.6M |
| High net worth individuals | 204 | $146.1M |
| Pension/profit sharing plans | 3 | $2.9M |
| Corporations/business entities | 1 | $359K |
States served
LA, MD, OH, PA, VA, WV
All web addresses on file
Official SEC filing: View on IAPD