CHUGG WEALTH STRATEGIES, LLC
Firm details
- Headquarters
- PROVO, Utah
- CRD number
- 284215
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.56%
- Individuals16.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chugg Wealth Strategies, LLC is an independent, single-owner registered investment adviser operating as an LLC that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individual clients and small businesses. Its fee model combines a percentage of assets under management with hourly billing. The adviser does not position itself as a multi-state or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities27%
- US Government Bonds12%
- Cash & Cash Equivalents4%
Contacts
1 of 1BRUCE CHUGG
Managing DirectorCRD 2721296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVO, UT
UTAH
Location
PROVO, UT
Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 180 N University Ave
- Time zone
- MT (UTC-7)
- Office locations
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