RIA Intel›Advisers›Ohio›HUFFMAN WEALTH MANAGEMENT, LLC

HUFFMAN WEALTH MANAGEMENT, LLC

Advisory

CINCINNATI, OH

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in OH
#636
of 748 advisers by AUM
Average account
$134K
across 639 accounts
AUM per adviser
$86M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$86M
Discretionary %
100%
Clients
200
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$86M
Discretionary AUM$86M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients200
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, KY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

KEDZIOR WEALTH MANAGEMENT LLC
INDEPENDENCE, OH
$85M
BOLLIN WEALTH MANAGEMENT, LLC
PERRYSBURG, OH
$86M
RIVER WEALTH MANAGEMENT LLC
MEDINA, OH
$86M
BULLINGTON CAPITAL MANAGEMENT, LLC
AKRON, OH
$87M
+3.8% 1Y
CAPITAL MANAGEMENT ANALYTICS, CORP
$84M
STEELE INVESTMENT COUNSEL, LTD.
COLUMBUS, OH
$83M
-8.6% 1Y

Get the full picture on HUFFMAN WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HUFFMAN WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans