CRD: 334674
Huffman & Ross Wealth Management LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2025
- Office Locations
- 1
Office Locations
About Huffman & Ross Wealth Management LLC
Huffman & Ross Wealth Management is a Morgantown, WV registered investment adviser providing personalized financial planning and full-service wealth management, including estate and risk management, for individuals, families, entrepreneurs, retirees, and business owners. Portfolios emphasize goal-based asset allocation using vehicles such as mutual funds and ETFs. Securities are offered through SEI Private Trust Company.
Reported data analysis
What the numbers show
Between September 11, 2025 and June 29, 2026, reported AUM increased 62.5%, from $129.2M to $210.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 414 clients, or 207 clients per representative. That equates to $507.2K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
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Owner & Executives
JON ERIK HUFFMAN
Chief Compliance Officer, Managing Partner
- CRD
- #4505697
- Ownership
- 50% but less than 75%
JENNIFER NICOLE ROSS
Managing Partner
- CRD
- #5026217
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $209,964,128 | $320,556 |
| Total | $209,964,128 | $320,556 |
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Separately Managed Accounts
SMA allocation detail is available
Huffman & Ross Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.