HUFFMAN & ROSS WEALTH MANAGEMENT LLC

CRD 334674File 801-132669

APPROVED

Retail clients

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$210.0M

Below cohort median (national)

Discretionary AUM

Non-discretionary $210.0M

Clients

412

655 accounts

Employees

Bottom 25% of cohort in WV

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 30, 2025
Principal office: 6220 MID ATLANTIC DR, MORGANTOWN, WV, 26508
Phone: 304-241-4478
Website: https://huffmanross.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $210.0M
Discretionary AUM: $0
Non-discretionary AUM: $210.0M
Discretionary accounts: 0
Non-discretionary accounts: 655
Total accounts: 655
AUM per client: $510K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$359K
High net worth individuals	204	$146.1M
Pension and profit sharing plans	Fewer than 5	$2.9M
Individuals (other than high net worth individuals)	204	$60.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.