Chugg Wealth Strategies, LLC

Chugg Wealth Strategies, LLC (CRD# 284215) is a financial advisory firm headquartered in Provo, UT. They manage $32,918,000 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
180 N. University Ave, Suite 270, Provo, UT 84601
http://www.chuggws.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $598,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Chugg Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Chugg, financial advisor Provo UT
Bruce M. Chugg
CRD#: 2721296
180 N. University Ave, Suite 270, Provo, UT 84601

Bruce Chugg (CRD# 2721296) is an Investment Advisor Representative working at Chugg Wealth Strategies, LLC in Provo, UT and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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