MORGANTOWN, WVCRD 334674Latest ADV February 2, 2026
Huffman & Ross Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Morgantown, WV. Its latest Form ADV filing, dated February 2, 2026, reports $210M in regulatory assets under management, 2 employees, and 655 accounts.
Assets Under Management
$210M
Employees
2
Offices
--
Total Clients
412
Primary office
MORGANTOWN, WV
6220 MID ATLANTIC DR, MORGANTOWN, WV, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
204
2
HNWI
49.5%
204
3
Pension Plans
0.7%
3
4
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of February 2, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$210M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts655
10Y AUM Change+$210M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee206:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.