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| PUFF Wealth Management LLC
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|---|---|
| CRD # | 298177 |
| SEC # | 801-131694 |
| CIK # | 0002052736 |
| AUM | 134.8 M (2026-02-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 856-795-0471 |
| Address | 205 N Haddon Ave Haddonfield, NJ 08033-2322 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| Nvidia Corp | 3.2 | ||
| Amazon Com Inc | 2.7 | ||
| Facebook Inc | 2.3 | ||
| Alphabet Inc | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Nuveen S&P 500 Dynamic Overwrite Fund | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 30.0 |
| (b) Individuals (high net worth individuals) | 68 | 101.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 134.8 |
| By Discretionary | ||
| Discretionary | 210 | 124.7 |
| Non-Discretionary | 2 | 10.1 |
| Total | 212 | 134.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.8 | |
| Total | 212 | 134.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052736] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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