David
Chung
Logic Wealth Management, LLC
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About this Advisor
David Chung is a financial advisor based in Pasadena, California, working with Logic Wealth Management, LLC. David has previously held positions at Wealth Management Coach, LLC, Logic Wealth Management, LLC, and Transparent Financial, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, David is part of Logic Wealth Management, LLC, which operates out of Pasadena, California. The firm has 8 employees and manages assets totaling $122.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Logic Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Logic Wealth Management, LLC Brokerage Details
$122,491,539
8
549
$223,118
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Chung Work History
Logic Wealth Management, LLC
Transparent Financial, Inc
Wealth Management Coach, LLC
Disclosures
Please visit the SEC profile of David Chung to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Logic Wealth Management, LLC
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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