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HADDONFIELD FINANCIAL PLANNING LLC
Legal name: PUFF WEALTH MANAGEMENT LLC
CRD 298177File 801-131694
APPROVED
Retail clients
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$134.8M
Bottom 25% of cohort (national)
Discretionary AUM
$124.7M
Non-discretionary $10.1M
Clients
212
212 accounts
Employees
3
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 6, 2025
- Principal office
- 205 N HADDON AVE, HADDONFIELD, NJ, 08033-2322
- Phone
- 856-795-0471
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $134.8M
- Discretionary AUM
- $124.7M
- Non-discretionary AUM
- $10.1M
- Discretionary accounts
- 210
- Non-discretionary accounts
- 2
- Total accounts
- 212
- AUM per client
- $636K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $3.0M |
| High net worth individuals | 68 | $101.8M |
| Individuals (other than high net worth individuals) | 135 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.