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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Crest fusionPeak
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
About Pugh Wealth Management, LLC
Pugh Wealth Management, LLC is a Knoxville-based RIA serving individuals, families, and business owners with wealth management, goal-based financial planning, and business/tax planning in partnership with affiliated Pugh CPAs. The firm emphasizes a fiduciary, listening-first process and provides portfolio management with a fixed-income tilt (notably U.S. government and municipal bonds) alongside public funds/ETFs.
Team overview
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Owner & Executives
SUSAN REED FOARD
Chief Compliance Officer, President, Supervisor
- CRD
- #7213336
- Ownership
- 25% but less than 50%
ANTHONY TED HOTZ
VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Quantum frontier
Crest element value
- CRD
- #97611
- Ownership
- 35.9%
Showing 2 of 4 owners & executives
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Alexander Brian Vetrano
Advisory Associate
- CRD
- #7610684
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,684,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,684,893 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,684,893
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $725,663,137 | 20.7% |
| Municipal Bonds | $988,584,564 | 28.2% |
| Public Funds | $553,887,805 | 15.8% |
| Cash | $473,258,568 | 13.5% |
| Equity - Exchange | $764,224,947 | 21.8% |
| Total | $3,505,619,021 | 100.0% |