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| Happy Holidays!! thanks for using AUM13F!! |
| PUFF Wealth Management LLC
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| CRD # | 298177 |
| SEC # | 801-131694 |
| CIK # | 0002052736 |
| AUM | $104.9 M (2025-06-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 856-795-0471 |
| Address | 205 N Haddon Ave Haddonfield, NJ 08033-2322 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 17.2 | ||
| Morgan Stanley | 10.6 | ||
| Capital One Financial Corp | 5.6 | ||
| Reinsurance Group of America Inc | 5.4 | ||
| Apple Inc | 4.2 | ||
| Public Storage | 3.9 | ||
| Affiliated Managers Group Inc | 3.8 | ||
| Wells Fargo & Co/MN | 3.5 | ||
| Facebook Inc | 3.3 | ||
| Southern Co | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 25.6 |
| (b) Individuals (high net worth individuals) | 61 | 76.3 |
| (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 | 3 | 1.8 |
| (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 | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 104.9 |
| By Discretionary | ||
| Discretionary | 495 | 95.5 |
| Non-Discretionary | 3 | 9.3 |
| Total | 498 | 104.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.9 | |
| Total | 498 | 104.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052736] |
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