PUGH WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$43.7M

Discretionary

$43.7M

100% of AUM

Avg account

$857K

Accounts

Employees

Advisory reps

Firm details

Headquarters: KNOXVILLE, Tennessee
CRD number: 306754
Website: www.pughwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.28%
Individuals7.94%
Corporations / Businesses2.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pugh Wealth Management, LLC is an independent, owner-operated wealth advisory firm organized as an LLC that serves individuals and families. The firm acts as a capital allocator and offers a mix of financial planning and portfolio management services across household and small business clients. Its advisory scope includes portfolio management for both individuals and businesses or institutions, selection of other advisers, pension-related consulting services, and client education through newsletters and workshops. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee engagements for planning or specific projects. Pugh is not positioned as an ESG-focused adviser and does not operate as a multi-state adviser.