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Puff Wealth Management LLC

● SEC registered since 2025CRD 298177SEC# 801-131694Haddonfield, NJ
Export (members)
Reg. AUM
$104.9M
Employees
3
Accounts
498
Location
Haddonfield, NJ

Puff Wealth Management LLC assets under management

Puff Wealth Management LLC is an investment advisory firm registered with the SEC based in Haddonfield, NJ. The firm has been registered since 2025. It reports $104.9 million in regulatory assets under management and employs 3 people.

Puff Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Van Voorhis Puff ControlPresidentOver 75%2009
Rachel Catherine Allison ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Puff Wealth Management LLC manage?

Puff Wealth Management LLC reports $104.9 million in regulatory assets under management on its Form ADV.

How many employees does Puff Wealth Management LLC have?

Puff Wealth Management LLC reports 3 employees.

Where is Puff Wealth Management LLC located?

Puff Wealth Management LLC is based in Haddonfield, NJ and has been SEC-registered since 2025.

Does Puff Wealth Management LLC disclose fund performance?

Puff Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address205 N Haddon Ave, Haddonfield, NJ 08033-2322
Phone856-795-0471
Fax856-354-7025
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$95.5M
Non-discretionary$9.3M
Total (RAUM)$104.9M