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Founder, CCO, Member · Point One Private Wealth

Logan E. Green

CRD 7176402 · Named on Form ADV at one SEC-registered adviser

At a glance

Point One Private Wealth, an SEC-registered asset manager with $0 in regulatory assets, lists Logan E. Green on its Form ADV as Founder, CCO, Member, a control person.

Firms and roles

AtlasMembers

Logan’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.

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