PUGH WEALTH MANAGEMENT, LLC

CRD 306754

Visit website

315 N. CEDAR BLUFF, SUITE 200, KNOXVILLE, TN, 37923, United States

Phone

865-251-0920

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$43.7M

Discretionary AUM

$43.7M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	9	$3.5M
High net worth individuals	18	$39.0M

All web addresses on file

https://www.pughwealth.com/

Official SEC filing: View on IAPD