Huffman & Ross Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$209,964,128
Total clients
408
50% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
204
Average account size
$514,618
About
Huffman & Ross Wealth Management serves individual clients, including high-net-worth individuals, and business entities with ongoing portfolio management and financial planning services. The firm prepares an Investment Policy Statement for each client and provides advice across mutual funds, fixed income, equities, ETFs, real estate funds, annuities, commodities, and private placements.
HRWM’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods and typically implements long-term trading and model allocations tailored to each client’s goals and risk tolerance. Although the firm states it may request discretionary authority, its brochure reports approximately $209,964,128 managed on a non-discretionary basis and requires clients to custody assets at SEI, which affects trade execution and approval procedures.
The firm’s client servicing model is notable for its scale relative to staff—about 408 clients supported by two advisors, or roughly 200+ clients per advisor—reflecting reliance on client-directed accounts, model portfolios, and platform services. The firm’s principals are also licensed insurance agents and may recommend insurance and annuity products alongside investment advice; HRWM discloses this arrangement and its potential conflict of interest.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $0 and $10,000
1.00% annually
Main office location
Huffman & Ross Wealth Management LLC
6220 Mid Atlantic Dr
Morgantown WV 26508, United States
Number of offices
1
Most active in
Louisiana · Maryland · Ohio · Pennsylvania · Virginia · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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