Logan
Trenz
Revolve Wealth Partners, LLC
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About this Advisor
Logan Trenz is a financial advisor based in Hackensack, New Jersey with a total of 6 years of relevant experience. Trenz currently works for Revolve Wealth Partners, LLC. During their career, Trenz has held roles at Revolve Wealth Partners, LLC, Purshe Kaplan Sterling Investments, Inc and Oppenheimer & Co. Inc. Trenz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Revolve Wealth Partners, LLC is a business that has its headquarters in Hackensack, NJ. It has a total of 17 people on staff. It manages $657 million in assets under management across its 2,731 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,731 customer accounts, 26% are held by high-net-worth investors who have at least $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Revolve Wealth Partners, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Revolve Wealth Partners, LLC Brokerage Details
$657,302,462
17
2,731
$240,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Logan Trenz Work History
Logan has been registered as a financial advisor for 6 years.*
Revolve Wealth Partners, LLC
Purshe Kaplan Sterling Investments, Inc
Oppenheimer & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Trenz 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 Revolve Wealth Partners, LLC
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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