Huffman & Ross Wealth Management LLC
Huffman & Ross Wealth Management LLC is an SEC-registered mass-market adviser in Morgantown, WV with $210.0M assets under management (AUM, regulatory AUM), +63% over one year. See who owns Huffman & Ross Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334674, SEC 801-132669, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $210.0M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Morgantown, WV
- Employees
- 2
- Clients
- 412
- CRD
- 334674
- Ownership
- ROSS, JENNIFER, NICOLE; HUFFMAN, JON, ERIK
How much AUM does Huffman & Ross Wealth Management LLC have?
Huffman & Ross Wealth Management LLC reported $210.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Huffman & Ross Wealth Management LLC?
Disclosed owners and executives of Huffman & Ross Wealth Management LLC include ROSS, JENNIFER, NICOLE, HUFFMAN, JON, ERIK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.