HUFFMAN & ROSS WEALTH MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $210.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $210.0M |
| Client Accounts | 655 |
| Avg Account Size | $321K |
| Employees | 2 |
| Peak AUM | $210.0MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $210M | — | — | — | |
| Non-Disc. AUM | $210M | — | |||
Key Metrics
| Total AUM | $210.0M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 655 |
| Client Range | 51-100 |
Contact & Location
Address
6220 MID ATLANTIC DR
MORGANTOWN WV 26508
Phone
304-241-4478
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$210M
100.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported