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CHUGG WEALTH STRATEGIES, LLC
CRD 284215
180 N. UNIVERSITY AVE, SUITE 270, PROVO, UT, 84601, United States
Phone
949-892-0826
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.7M |
| High net worth individuals | 9 | $23.8M |
All web addresses on file
Official SEC filing: View on IAPD