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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLISON, RACHEL, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
| PUFF, ADAM, VAN VOORHIS | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (3)
FL NJ PA
Address
205 N HADDON AVEHADDONFIELD, NJ 08033-2322
United States
Phone: 856-795-0471