Huffman Wealth Management

Huffman Wealth Management (CRD# 322238) is a financial advisory firm headquartered in Cincinnati, OH. They manage $55,426,821 in 468 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8170 Corporate Park Drive, Suite 100, Cincinnati, OH 45242
https://www.linkedin.com/in/bethany-b-huffman-744439125/
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $118,433
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KY, OH

Financial Advisors at Huffman Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Bethany Huffman, financial advisor Cincinnati OH
Bethany B. Huffman
CRD#: 5640182
8170 Corporate Park Drive, Suite 100, Cincinnati, OH 45242

Bethany Huffman (CRD# 5640182) is an Investment Advisor Representative working at Huffman Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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