Puff Wealth Management LLC
● SEC registered since 2025CRD 298177SEC# 801-131694Haddonfield, NJ
Reg. AUM
$134.8M
Employees
3
Accounts
212
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 $134.8 million in regulatory assets under management and employs 3 people.
Puff Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Van Voorhis Puff Control | President | Over 75% | 2009 |
| Rachel Catherine Allison Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Puff Wealth Management LLC manage?
Puff Wealth Management LLC reports $134.8 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
| Address | 205 N Haddon Ave, Haddonfield, NJ 08033-2322 |
| Phone | 856-795-0471 |
| Fax | 856-354-7025 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.8M▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$134.8Mregulatory AUM
Discretionary $124.7MNon-discretionary $10.1M