# Huffman & Ross Wealth Management LLC

> Huffman & Ross Wealth Management LLC is an SEC-registered investment advisory firm in Morgantown, WV, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 334674
- Filed as: HUFFMAN & ROSS WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morgantown, WV
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334674
- AdvisorCensus page: https://advisorcensus.com/firm/huffman-and-ross-wealth-management-llc-morgantown-wv-334674

## Quick answers

**How is Huffman & Ross Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Huffman & Ross Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Huffman & Ross Wealth Management LLC located?**
Huffman & Ross Wealth Management LLC's principal office is in Morgantown, WV, according to its Form ADV.

**Is Huffman & Ross Wealth Management LLC registered with the SEC or a state?**
Huffman & Ross Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334674.

**How much does Huffman & Ross Wealth Management LLC manage?**
Huffman & Ross Wealth Management LLC reports $209,964,128 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (0% discretionary).

**How have Huffman & Ross Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Huffman & Ross Wealth Management LLC: Regulatory assets under management: $129,173,000 in the October 2025 data and $209,964,128 in the October 2026 data, up 63%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Huffman & Ross Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (204); high net worth individuals (204); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Huffman & Ross Wealth Management LLC use?**
Huffman & Ross Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Huffman & Ross Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334674

**Does Huffman & Ross Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 29, 2026 says: "There is no account minimum for any of HRWM’s services."

**What changed in Huffman & Ross Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $129,173,000 to $209,964,128 (+63%). Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: None

> There is no account minimum for any of HRWM’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $209,964,128
- Discretionary: $0
- Non-discretionary: $209,964,128

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $60,599,197 |
| High net worth individuals | 204 | $146,092,512 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,913,419 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $359,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MD, OH, PA, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- huffmanross.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $129,173,000 | 2 | July 9, 2025 |
| October 2026 | $209,964,128 | 2 | June 29, 2026 |

Regulatory assets under management: $129,173,000 in the October 2025 data and $209,964,128 in the October 2026 data, up 63%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $129,173,000 to $209,964,128 (+63%).
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Huffman & Ross Wealth Management LLC (CRD 334674): Form ADV filing data as of October 2026.