# HUFFMAN & ROSS WEALTH MANAGEMENT LLC

HUFFMAN & ROSS WEALTH MANAGEMENT LLC of MORGANTOWN, WV is an SEC-registered investment adviser.

## Registration

- CRD: 334674
- Type: SEC-registered investment adviser
- SEC file number: 801-132669
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Nicole Ross | MANAGING PARTNER | — |
| Jon Erik Huffman | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334674/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334674/similar
- Related entities: https://search.stillhousedata.com/firm/334674/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334674

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.