Puff Wealth Management, LLC
PUFF Wealth Management, LLC is a registered investment adviser headquartered in Haddonfield, New Jersey. The firm manages portfolios for clients, typically high-net-worth individuals and families, and offers financial planning and investment management services. Founded by Adam Puff, the adviser operates with a small team and emphasizes long-term, fiduciary-focused relationships. As of mid-2025, the firm manages over $100 million in assets. Their efforts include community engagement, charitable giving, and client education.
Investment Strategy
PUFF Wealth Management pursues a broadly diversified investment strategy focused on long-term growth and risk management. They build portfolios primarily for individuals and families, blending equities, fixed income, and alternative investments to match each client’s goals and risk tolerance. The firm actively monitors macroeconomic trends such as interest rates, inflation, and global events, employing a blend of strategic asset allocation and tactical adjustments. Their philosophy centers on disciplined planning, transparency, and serving as a fiduciary to act in the client's best interests.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.11% | $5.3M | 20,980 | $250.52 | $254.63 | +$1.1M |
S SPTI | SPDR SERIES TRUST | 5.26% | $3.5M | 119,763 | $28.53 | $28.90 | +$2.2M |
M META | META PLATFORMS INC | 4.88% | $3.2M | 4,379 | $592.36 | $734.38 | -$119.4K |
N NVDA | NVIDIA CORPORATION | 4.60% | $3.0M | 16,246 | $135.70 | $186.58 | +$488.2K |
A AIRR | FIRST TR EXCHANGE TRADED FD | 4.59% | $3.0M | 31,228 | $76.36 | $96.68 | +$273.9K |