Huff Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 157602
- Website
- www.huffwealthmanagement.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Barbara Huff
Founder & CEOCRD 1521285
Contacts
1 of 1Benjamin Huff
Investment AdvisorCRD 6514713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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