LOGAN PARK WEALTH MANAGEMENT

Overview

Logan Park Wealth Management is an independent RIA organized as a limited liability company that serves individual and family clients. The firm has been SEC-registered since 2019 and is owned by an individual principal. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage of assets under management with fixed fees. Investment activity shows a clear bias toward liquid, equity-focused strategies delivered primarily through exchange-traded vehicles. The firm is not an active ESG investor and does not operate as a multi-state adviser. Discretionary management is the dominant operating posture, with the team allocating client capital to broad equity exposure as the foundation of most portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices