PUFF WEALTH MANAGEMENT LLC
Legal name: HADDONFIELD FINANCIAL PLANNING LLC
CRD #298177 SEC #801-131694 HADDONFIELD, NJ 856-795-0471
SEC Registered
Total AUM
$104.9M
Discretionary
$95.5M
Employees
3
Clients
101
Accounts
498
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $104.9M | $95.5M | $9.3M | 3 | 0 |
| Sep 2025 | $104.9M | $95.5M | $9.3M | 4 | 0 |
| Jun 2025 | $104.9M | $95.5M | $9.3M | 3 | 0 |
| Jun 2025 | $104.9M | $95.5M | $9.3M | 3 | 0 |
| Jan 2025 | $104.9M | $95.5M | $9.3M | 3 | 0 |
| Jan 2025 | $103.8M | $97.6M | $6.2M | 3 | 0 |
| Nov 2024 | $103.8M | $97.6M | $6.2M | 3 | 0 |
DateDec 2025
Total AUM$104.9M
Discretionary$95.5M
Non-Disc.$9.3M
Employees3
Clients0
DateSep 2025
Total AUM$104.9M
Discretionary$95.5M
Non-Disc.$9.3M
Employees4
Clients0
DateJun 2025
Total AUM$104.9M
Discretionary$95.5M
Non-Disc.$9.3M
Employees3
Clients0
DateJun 2025
Total AUM$104.9M
Discretionary$95.5M
Non-Disc.$9.3M
Employees3
Clients0
DateJan 2025
Total AUM$104.9M
Discretionary$95.5M
Non-Disc.$9.3M
Employees3
Clients0
DateJan 2025
Total AUM$103.8M
Discretionary$97.6M
Non-Disc.$6.2M
Employees3
Clients0
DateNov 2024
Total AUM$103.8M
Discretionary$97.6M
Non-Disc.$6.2M
Employees3
Clients0