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Managing Partner · Logic Wealth Management, LLC

Hong Q. Tran

CRD 2883911 · Named on Form ADV at one SEC-registered adviser

At a glance

Logic Wealth Management, LLC, an SEC-registered wealth manager based in Pasadena, CA with $185 million in regulatory assets, lists Hong Q. Tran on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Hong’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David H. ChungManaging Partner, Logic Wealth Management, LLC
  • Chi ZhangChief Compliance Officer, Logic Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hong’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.