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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Huffman & Ross Wealth Management LLC
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|---|---|
| CRD # | 334674 |
| SEC # | 801-132669 |
| CIK # | |
| AUM | $129.2 M (2025-07-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 304-241-4478 |
| Address | 6220 Mid Atlantic Dr Morgantown, WV 26508 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 58.5 |
| (b) Individuals (high net worth individuals) | 62 | 70.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 129.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 274 | 129.2 |
| Total | 274 | 129.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.2 | |
| Total | 274 | 129.2 |
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|---|---|---|
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0.1 | |
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CA | 0.1 |
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0.1 | |
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Clement Street Capital LLC
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IL | 0.1 |
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Vested Financial Planning LLC
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0.1 | |
|
RPR Financial Advisors LLC
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KS | 0.1 |
|
Professional Wealth Management Services LLC
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NC | 0.1 |
|
JCT Investment Counsel Inc
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OH | 0.1 |
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Tactivest LLC
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0.1 |