HUFFMAN & ROSS WEALTH MANAGEMENT LLC

HUFFMAN & ROSS WEALTH MANAGEMENT LLC of MORGANTOWN, WV is an SEC-registered investment adviser (CRD 334674). Regulatory assets under management: $210.0M.

Registration

• CRD: 334674
• SEC file number: 801-132669
• Type: Registered investment adviser
• Location: 6220 MID ATLANTIC DR, MORGANTOWN, WV, 26508
• Phone: 304-241-4478
• Latest filing: 2026-06-29
• Regulatory AUM: $210.0M
• Non-discretionary AUM: $210.0M
• Clients: 2
• Accounts: 655

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334674 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search