PUFF WEALTH MANAGEMENT LLC

PUFF WEALTH MANAGEMENT LLC of HADDONFIELD, NJ is an SEC-registered investment adviser (CRD 298177). Regulatory assets under management: $134.8M.

Registration

• CRD: 298177
• SEC file number: 801-131694
• Type: Registered investment adviser
• Location: 205 N HADDON AVE, HADDONFIELD, NJ, 08033-2322
• Phone: 856-795-0471
• Latest filing: 2026-02-16
• Regulatory AUM: $134.8M
• Discretionary AUM: $124.7M
• Non-discretionary AUM: $10.1M
• Clients: 3
• Accounts: 212

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search