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HUFFMAN & ROSS WEALTH MANAGEMENT LLC

MORGANTOWN, WV · CRD 334674 · IAPD ↗ · huffmanross.com · 304-241-4478

$210.0MRegulatory AUM
2Advisory reps
2Employees
2Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — HUFFMAN & ROSS WEALTH MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2026 — HUFFMAN & ROSS WEALTH MANAGEMENT LLC reported RAUM up 63% ($129.2M -> $210.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2026 — HUFFMAN & ROSS WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2025 — HUFFMAN & ROSS WEALTH MANAGEMENT LLC (MORGANTOWN, WV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.