Huffman & Ross Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,691,709
Clients
408
Advisors
2
of 2 employees
About
Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also to corporations or business entities. The firm offers ongoing portfolio management, written investment policy statements, and financial plans, and uses an asset‑based advisory model common among peers.
HRWM’s investment process combines fundamental, quantitative, and modern portfolio theory analysis and emphasizes long‑term trading and documented risk tolerances. The firm largely operates in a non‑discretionary capacity—clients or platform programs retain trading authority—while HRWM provides recommendations, oversight, and tailored model allocations.
What is notable for this firm is the scale of advice delivery: with two advisors and roughly 400+ clients, it has an unusually high client‑per‑advisor ratio, and virtually all reported assets are non‑discretionary on the firm’s books. HRWM also routes clients to SEI account programs and receives platform‑related services, and its principals are licensed insurance agents who may receive compensation for insurance product sales—conflicts the brochure discloses and describes how the firm manages.
Client services
Expertise
Fee options
Negotiated fixed financial planning fees from $0 to $10,000
1.00% annually for all assets under management
Main office
6220 Mid Atlantic Dr
Morgantown WV 26508
Advisors at this office
2
Most active in
Louisiana · Maryland · Ohio · Pennsylvania · Virginia · West Virginia
Also doing business as
Huffman & Ross Management Inc. · Huffman & Ross Wealth Management Inc. · Huffman & Ross Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF. Ross is also an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual and high-net-worth clients, as well as corporations, offering investment advisory and financial planning services. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis, primarily operating in a non-discretionary capacity while providing recommendations and oversight.
Jon H
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
Jon Huffman is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Before joining Huffman & Ross in 2025, he worked at Equitable Advisors and TIAA-CREF. Outside of advisory work, he is a licensed insurance agent. Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations. The firm employs a non-discretionary investment approach that integrates fundamental, quantitative, and modern portfolio theory analyses, focusing on long-term trading and documented risk tolerances.
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