Huffman Wealth Management
Financial Services • 
Sycamore, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 8170 Corporate Park Dr, Suite 100, Cincinnati, Ohio 45242, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Huffman Wealth Management
Bethany Huffman
President
Huffman Wealth Management Email Formats
Huffman Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@huffmanwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@huffmanwealth.com | 100% |
About Huffman Wealth Management
Huffman Wealth Management was founded on the concept that clients should never feel stressed or overwhelmed when seeking financial advice, so from the moment that you walk into our office or first talk with us on the phone, our goal is to make you feel at ease. Your confidence is always our focus during all steps of your financial journey. We offer comprehensive financial planning strategies for every stage of life, so you can feel confident that your investment plan will grow and change as you do. Securities offered through Charles Schwab & Co., Inc., Member SIPC (sipc.org). Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.
Huffman Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Huffman Wealth Management has never raised funding before.
Huffman Wealth Management Tech Stack
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Frequently asked questions
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