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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...
Overview
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. HUFFMAN & ROSS WEALTH MANAGEMENT LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-06-29, it reported 2 employees; 655 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Frequently asked questions
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.
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