Huff Wealth Management LLC

Huff Wealth Management LLC is a small, state‑registered advisory firm that works with individual clients, including high‑net‑worth households, to provide fee‑based portfolio management and wealth‑planning services. As of early 2026 the firm manages roughly $41.6 million across about 43 client accounts and provides wealth‑planning workups for a majority of those households.

The firm constructs custom, risk‑managed portfolios that combine non‑correlating asset classes and defined risk/return parameters, using a mix of equities, fixed income, mutual funds and occasional cash positions as hedges. Investment decisions draw on both fundamental and technical analysis, and the adviser evaluates mutual funds and allocations using quantitative measures such as correlation, standard deviation, Sharpe, beta and alpha.

A two‑adviser, closely held practice pairs decades of institutional trading and corporate risk‑management experience with a small‑team, hands‑on service model that conducts annual Financial Health Analyses and regular client reviews. Distinctive operational features include limited custody (fee deductions only), a policy that clients retain proxy‑voting authority, the availability of stand‑alone wealth‑planning engagements, and discretion to accept accounts below the firm’s stated $400,000 cumulative minimum on a case‑by‑case basis.