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Huffman & Ross Wealth Management LLC

● SEC registered since 2025CRD 334674SEC# 801-132669Morgantown, WV
Export (members)
Reg. AUM
$129.2M
Employees
2
Accounts
274
Location
Morgantown, WV

Huffman & Ross Wealth Management LLC assets under management

Huffman & Ross Wealth Management LLC operates as an SEC-registered investment adviser based in Morgantown, WV. The firm has been registered since 2025. It reports $129.2 million in regulatory assets under management and employs 2 people.

Huffman & Ross Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Nicole Ross ControlManaging Partner50-75%2021
Jon Erik Huffman ControlManaging Partner And Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Huffman & Ross Wealth Management LLC manage?

Huffman & Ross Wealth Management LLC reports $129.2 million in regulatory assets under management on its Form ADV.

How many employees does Huffman & Ross Wealth Management LLC have?

Huffman & Ross Wealth Management LLC reports 2 employees.

Where is Huffman & Ross Wealth Management LLC located?

Huffman & Ross Wealth Management LLC is based in Morgantown, WV and has been SEC-registered since 2025.

Does Huffman & Ross Wealth Management LLC disclose fund performance?

Huffman & Ross Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6220 Mid Atlantic Dr, Morgantown, WV 26508
Phone304-241-4478
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$129.2M
Total (RAUM)$129.2M