Huffman & Ross Wealth Management LLC

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Client assets under management

$206,691,709

Clients

408

50% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

204

Very High

Average account size

$506,597

About

Huffman & Ross Wealth Management serves individual clients, including high-net-worth individuals, and business entities with ongoing portfolio management and financial planning services. The firm prepares an Investment Policy Statement for each client and provides advice across mutual funds, fixed income, equities, ETFs, real estate funds, annuities, commodities, and private placements.

HRWM’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods and typically implements long-term trading and model allocations tailored to each client’s goals and risk tolerance. Although the firm states it may request discretionary authority, its brochure reports approximately $209,964,128 managed on a non-discretionary basis and requires clients to custody assets at SEI, which affects trade execution and approval procedures.

The firm’s client servicing model is notable for its scale relative to staff—about 408 clients supported by two advisors, or roughly 200+ clients per advisor—reflecting reliance on client-directed accounts, model portfolios, and platform services. The firm’s principals are also licensed insurance agents and may recommend insurance and annuity products alongside investment advice; HRWM discloses this arrangement and its potential conflict of interest.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing Annuities

Fee options

Fixed

Financial planning fixed fees negotiated between $0 and $10,000

Percentage

1.00% annually

Main office location

Huffman & Ross Wealth Management LLC

6220 Mid Atlantic Dr

Morgantown WV 26508, United States

Number of offices

Most active in

Louisiana · Maryland · Ohio · Pennsylvania · Virginia · West Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 304-241-4478

Advisors at this firm

Jennifer R

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF Individual & Institutional Services. Outside of her advisory role, she is an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual clients, including high-net-worth individuals, and business entities with portfolio management and financial planning services. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies aligned with clients’ goals and risk tolerance.

Wealth management Real estate investing Annuities

Jon H

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jon Huffman is a financial advisor at Huffman & Ross Wealth Management LLC in Morgantown, WV, with 23 years of industry experience. He previously worked at Equitable Advisors and TIAA-CREF. Outside of his advisory role, Huffman is part owner of a real estate company and a farm, though his involvement is limited and not client-related. Huffman & Ross Wealth Management serves individual and business clients with portfolio management and financial planning, employing a blend of fundamental analysis, modern portfolio theory, and quantitative methods. The firm manages a large client base relative to its staff and offers advice across a diverse range of investment products, including insurance and annuities.

Wealth management Real estate investing Annuities

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