Huffman & Ross Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Huffman & Ross Wealth Management reports 412 clients. They include 204 individual clients, 204 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $210M across 655 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 29% |
| High-net-worth individuals | 50% | 70% |
| Pension and profit-sharing plans | <1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 204 | $60.6M | 28.9% | $297K |
| High-net-worth individuals | 204 | $146M | 69.6% | $716K |
| Pension and profit-sharing plans | Fewer than 5 | $2.91M | 1.4% | $971K |
| Corporations and other businesses | Fewer than 5 | $359K | 0.2% | $359K |
| Total | 412 | $210M | 100% | — |
- Clients
- 204
- Regulatory AUM
- $60.6M
- AUM share
- 28.9%
- Avg. per client
- $297K
- Clients
- 204
- Regulatory AUM
- $146M
- AUM share
- 69.6%
- Avg. per client
- $716K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.91M
- AUM share
- 1.4%
- Avg. per client
- $971K
- Clients
- Fewer than 5
- Regulatory AUM
- $359K
- AUM share
- 0.2%
- Avg. per client
- $359K
Total
- Clients
- 412
- Regulatory AUM
- $210M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Huffman & Ross Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Financial planning is a negotiated fixed fee of between $0 and $10,000 for creating a client financial plan, paid in arrears on completion.
Jennifer Ross owns 50% to 75% of Huffman & Ross Wealth Management. The leadership team of Huffman & Ross Wealth Management includes Chief Compliance Officer Jon Huffman. It has 2 employees.
Leadership
Jon HuffmanManaging Partner and Chief Compliance Officer
Jennifer RossManaging Partner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Huffman & Ross Wealth Management LLC
Jennifer Ross
Control person · since March 2021
- Owns 50% to 75% of Huffman & Ross Wealth Management LLC
Jon Huffman
Control person · since March 2021
Huffman & Ross Wealth Management’s regulatory assets grew 1.6× from $129M (July 2025) to $210M (June 2026); clients rose from 277 to 412 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $210M | 412 | 2 | 1 |
| July 2025 | $129M | 277 | 2 | 1 |
Besides its headquarters, Huffman & Ross Wealth Management has 0 offices, with 1 listed address in West Virginia.
West Virginia · 1 listed address
- 6220 Mid Atlantic DR, MorgantownHQ
Contact and registration details
- Legal name
- Huffman & Ross Wealth Management LLC
- Headquarters
- 6220 Mid Atlantic DR, Morgantown, WV 26508
- Website
- huffmanross.com
- Phone
- 304-241-4478
- SEC file
- 801-132669
- Structure
- West Virginia LLC
- Fiscal year end
- December
Huffman & Ross Wealth Management uses SEI Investments Distribution ($206M) as custodian for its separately managed accounts. Huffman & Ross Wealth Management does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $206M100%
At year end, Huffman & Ross Wealth Management’s separately managed accounts were largely in funds (47%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds47%
- Bonds19%
- Investment grade corporate bonds9%
- U.S. government and agency bonds7%
- State and local bonds3%
- Cash8%
How many clients does Huffman & Ross Wealth Management have?
Huffman & Ross Wealth Management has 412 clients and manages $210 million for them, as of June 2026. They include 204 individual clients, 204 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Huffman & Ross Wealth Management offer?
Huffman & Ross Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Huffman & Ross Wealth Management use?
Huffman & Ross Wealth Management’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $206M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Huffman & Ross Wealth Management have?
Huffman & Ross Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Huffman & Ross Wealth Management invest in?
At the end of its last fiscal year, Huffman & Ross Wealth Management’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 9% investment grade corporate bonds, 8% cash and equivalents, 7% U.S. government and agency bonds and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Huffman & Ross Wealth Management?
Huffman & Ross Wealth Management’s direct owners are Jennifer Ross (50% to 75%) and Jon Huffman (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Huffman & Ross Wealth Management get paid?
Huffman & Ross Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Huffman & Ross Wealth Management?
Huffman & Ross Wealth Management’s main office is at 6220 Mid Atlantic DR, Morgantown, WV 26508. Its phone number is 304-241-4478. Its website is huffmanross.com.