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Chugg Wealth Strategies
Chugg Wealth Strategies, LLC is a state-registered investment adviser in Provo, UT. The firm manages approximately $28 million in regulatory assets.
Overview
Chugg Wealth Strategies, LLC is a state-registered investment adviser in Provo, UT. The firm manages approximately $28 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Provo
Corporate office
Salt Lake City, UT, United States
Principals
David Chugg
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Chugg Wealth Strategies?
David Chugg, the founder, oversees all investment decisions at the firm. He has been the sole named professional since the firm's founding in 2010.
What investment stages does Chugg Wealth Strategies typically target?
The firm focuses on late-stage direct investments in infrastructure and real estate, primarily in the energy transition and private credit sectors.
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