Chugg Wealth Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,440,390
Clients
24
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$1,185,016
About
Chugg Wealth Strategies provides investment supervisory services and financial planning to individuals, high‑net‑worth individuals, and trusts. The firm offers ongoing portfolio management through consultations and delivers financial plans and consulting on an hourly basis, with plans typically completed within 60 days.
Portfolios are managed on a documented, client‑directed basis using fundamental, technical and cyclical analysis, and reviews are performed at least quarterly or more often as needed. The firm supports a range of strategies — including long‑ and short‑term holdings, trading, margin use, and options — but implements trades only with prior client approval.
Notably, nearly all of the firm’s $28.44 million in assets under management were held in non‑discretionary accounts as of December 31, 2025, an approach that is uncommon among independent peers and means clients retain transaction authority. Serving about 24 clients and directing custody to Schwab Institutional, the firm combines a relatively small client roster and high AUM per client with transaction‑level client involvement and an option for hourly planning that may be waived if clients implement recommendations through the firm.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.5% $5,000,001+: 0.25%
$100 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting at $100 per hour, fees may be waived if client implements plan with CWS.
Main office location
Chugg Wealth Strategies, LLC
180 N. University Ave, Suite 270
Provo UT 84601, United States
Number of offices
2
Most active in
Chugg Wealth Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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