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HADDONFIELD FINANCIAL PLANNING LLC
PUFF WEALTH MANAGEMENT LLC
CRD 298177 · SEC 801-131694
205 N HADDON AVE, HADDONFIELD, NJ, 08033-2322, United States
Phone
856-795-0471
Fax
856-354-7025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.8M
Discretionary AUM
$124.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $30.0M |
| High net worth individuals | 68 | $101.8M |
| Corporations/business entities | 9 | $3.0M |
States served
CA, NJ, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD