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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2022
- Office Locations
- 1
Office Locations
About Huffman Wealth Management
Huffman Wealth Management is an independent Cincinnati-based wealth management firm serving individuals and families with comprehensive financial planning and investment management. The team emphasizes a personalized, goal-based approach, acting as a partner, coach, and teacher to help clients make confident financial and investment decisions. Custody is supported through major platforms including Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BETHANY BOHMER HUFFMAN
President, Financial Advisor
- CRD
- #5640182
- Ownership
- 75% or more
MICHELLE ANNE MCCARTHY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,561,253 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,561,253 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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