Huffman & Ross Wealth Management LLC
● SEC registered since 2025CRD 334674SEC# 801-132669Morgantown, WV
Reg. AUM
$210M
Employees
2
Accounts
655
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 $210 million in regulatory assets under management and employs 2 people.
Huffman & Ross Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Nicole Ross Control | Managing Partner | 50-75% | 2021 |
| Jon Erik Huffman Control | Managing Partner And Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Huffman & Ross Wealth Management LLC manage?
Huffman & Ross Wealth Management LLC reports $210 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
| Address | 6220 Mid Atlantic Dr, Morgantown, WV 26508 |
| Phone | 304-241-4478 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210M▲ 63%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$210Mregulatory AUM
Discretionary $0Non-discretionary $210M