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HUFF WEALTH MANAGEMENT LLC

Advisory

OH

Data as of May 4, 2026 · Source: SEC Form ADV

Average account
$554K
across 74 accounts
AUM per adviser
$21M
2 advisers

Source: SEC Form ADV. Figures as filed May 4, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
43
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

WYOMING WEALTH MANAGEMENT, LLC
CINCINNATI, OH
$41M
FAMILY FINANCIAL PLANNING, LLC
$41M
GATEWAY FINANCIAL, LLC
NORTHFIELD, OH
$41M
G. EARL MOWREY & CO., L.L.C.
YOUNGSTOWN, OH
$41M
-6.9% 1Y
TENACITY PRIVATE WEALTH LLC
$41M
THE ZAR FUND GROUP, LLC
CINCINNATI, OH
$41M
-61.7% 1Y

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