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| Keyboard |
| Huffman & Ross Wealth Management LLC
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|---|---|
| CRD # | 334674 |
| SEC # | 801-132669 |
| CIK # | |
| AUM | 210.0 M (2026-06-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 304-241-4478 |
| Address | 6220 Mid Atlantic Dr Morgantown, WV 26508 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 60.6 |
| (b) Individuals (high net worth individuals) | 204 | 146.1 |
| (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 | 3 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 210.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 655 | 210.0 |
| Total | 655 | 210.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.0 | |
| Total | 655 | 210.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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Mark Gillam Enterprises
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Independence Wealth Advisors LLC
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|
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|
CornerStone Securities LLC
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|
Williams Financial LLC
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|
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|
Sunstate Wealth Management LLC
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