RIA Intel›Advisers›Tennessee›PUGH WEALTH MANAGEMENT, LLC

PUGH WEALTH MANAGEMENT, LLC

Advisory

KNOXVILLE, TN

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in TN

#365

of 380 advisers by AUM

Average account

$857K

across 51 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$44M

Discretionary %

100%

Clients

27

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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ICON CAPITAL MANAGEMENT, LLC

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HARMONY INVESTMENT MANAGEMENT, INC.

BRENTWOOD, TN

$43M

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OAK SPRINGS WEALTH MANAGEMENT, LLC

$44M

-25.2% 1Y

FORMULA WEALTH LLC

$43M

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