Bruce Chugg
Chugg Wealth Strategies · Provo, Utah
Bruce Chugg is a fee-only financial advisor at Chugg Wealth Strategies in Provo, Utah. Chugg Wealth Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Chugg Wealth Strategies |
|---|---|
| Based in | Provo, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $28.4M across 41 accounts |
| SEC registration | Investment adviser representative in CA, TX, UT · CRD 2721296 |
| Exams passed | Series 63 (1996) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.chuggws.com |
How Bruce's firm compares
- Chugg Wealth Strategies's average account is about $694,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Bruce
Is Bruce Chugg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Chugg Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Chugg Wealth Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bruce Chugg based?
Bruce Chugg is based in Provo, Utah.
Is Bruce Chugg registered with the SEC?
Yes. Bruce Chugg is registered as an investment adviser representative in CA, TX and UT (CRD 2721296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Chugg Wealth Strategies manage?
Chugg Wealth Strategies reports $28.4M across 41 accounts in assets under management.
How do I contact Bruce Chugg?
Through Bruce's website, www.chuggws.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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