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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Wave capital
- Established Date
- 04-27-2011
- Office Locations
- 2
Office Locations
About Huff Wealth Management LLC
Huff Wealth Management is a fee-only, Ohio state-registered RIA providing personalized wealth planning, financial advisory, pension consulting for qualified plans, and discretionary investment management for individuals, businesses, trusts, and pension plans. Portfolios are built around client life goals and risk parameters with ongoing market and portfolio review across income, income/growth, and growth strategies. Accounts typically custody at Charles Schwab, and the firm publishes a long-running monthly Market Insight letter.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
BARBARA STILSON HUFF
Chief Executive Officer, FOUNDER, Investment Advisor
- CRD
- #1521285
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BENJAMIN JAMES HUFF
Investment Advisor Representative
- CRD
- #6514713
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,005,176 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,005,176 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,005,176
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,968,084,437 | 49.1% |
| Cash | $3,076,894,050 | 50.9% |
| Total | $6,044,978,487 | 100.0% |