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Huffman & Ross Wealth Management LLC
Huffman & Ross Wealth Management LLC is an SEC-registered investment adviser in Morgantown, WV, registered since 2025. The firm manages approximately $210...
Huffman & Ross Wealth Management LLC
Huffman & Ross Wealth Management LLC is an SEC-registered investment adviser in Morgantown, WV, registered since 2025. The firm manages approximately $210 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Huffman & Ross Wealth Management structure its services?
The firm is registered as a state-level RIA in Delaware, indicating a focus on high-net-worth client relationships. Multi-family offices typically offer holistic planning, but without public disclosures, exact service tiers remain unconfirmed.
Is Huffman & Ross Wealth Management a single or multi-family office?
Public records classify it as an investment advisor, but its name and limited disclosure suggest a multi-family or single-family office structure. No public documents specify its client count. (per public record)
Has Huffman & Ross disclosed any investment activity or deals?
No public filings or press releases note specific direct investments, fund commitments, or venture stakes. The firm has not reported any holdings or transactions to regulatory sources commonly used for sector tracking.
What is the firm's known regulatory history?
Basic state registration filings exist, but no publicly accessible records detail audits, disclosures, or disciplinary actions. The firm appears to comply with minimal RIA registration requirements. (per public record)
Can institutional allocators invest with Huffman & Ross?
The firm's limited public profile suggests it does not actively seek external institutional capital. Without disclosed AUM, strategy, or track record, it is not a typical target for allocator due diligence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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