Huff Wealth Management LLC

RIASEC Registered
Total AUM
$41M
Discretionary
$41M
100% of AUM
Avg account
$554K
Accounts
74
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
157602
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI94.02%
  • Individuals5.98%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Huff Wealth Management LLC is an independent, individual-owned registered investment adviser structured as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also uses fixed fees for some engagements. Its client base is primarily individual and family households. According to the available information, Huff is not positioned as a capital allocator or pension consultant, does not operate as a multi-state or newly formed adviser, and does not identify as an active ESG investor. Advisory services center on comprehensive financial planning paired with discretionary portfolio management for private clients. The firm’s classification and service mix suggest a traditional RIA model that integrates planning and investment implementation for households rather than institutional or wholesale capital deployment.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Barbara Huff

    Barbara Huff

    Founder & CEOCRD 1521285

Contacts

1 of 1
  • Benjamin Huff

    Benjamin Huff

    Investment AdvisorCRD 6514713

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth