CRD: 334674
Huffman & Ross Wealth Management LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Investment Themes
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Platform
Services
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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