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Pugh Wealth Management, LLC

Headquartered in KNOXVILLE, TN

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Firm Information

Pugh Wealth Management, LLC is an independent wealth management firm specializing in financial planning and investment management for individuals, families, and businesses. The firm manages approximately $64.7 million in assets for a diverse clientele including high-net-worth individuals, corporations, and charitable organizations. Pugh Wealth Management offers educational seminars and provides a range of advisory services, including pension consulting, selection of other advisors, and publication of periodicals.

Pugh Wealth Management, LLC

$64.70M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PUGH WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

KNOXVILLE, TN

Advisors at Pugh Wealth Management, LLC

View All 2 Advisors
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Susan Reed Foard

RA

KNOXVILLE, TN

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Alexander Brian Vetrano

RA

KNOXVILLE, TN

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Disclosures

There are no public disclosures for Pugh Wealth Management, LLC.

Frequently Asked Questions (6)

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