A complete list of active advisors currently associated with Chugg Wealth Strategies, LLC

Warmer can help you find a great advisor at Chugg Wealth Strategies, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Chugg Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.