CHUGG WEALTH STRATEGIES, LLC

CHUGG WEALTH STRATEGIES, LLC of PROVO, UT is an SEC-registered investment adviser (CRD 284215). Regulatory assets under management: $28.4M.

Registration

• CRD: 284215
• Type: Registered investment adviser
• Location: 180 N. UNIVERSITY AVE, PROVO, UT, 84601
• Phone: 949-892-0826
• Latest filing: 2026-02-10
• Regulatory AUM: $28.4M
• Non-discretionary AUM: $28.4M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 284215 on SEC IAPD (source of record)
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