Claim Profile
Unclaimed Profile
LV

Logan Wood Varela

CLARAPHI ADVISORY NETWORK, LLC·ALISO VIEJO, California
Series 65Clean record8 years registeredCLARAPHI ADVISORY NETWORK, LLC
120 VANTIS DRIVE, ALISO VIEJO, CA 92656CRD# 6841616Firm CRD# 165868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Logan Wood Varela · ALISO VIEJO, CA
Registration
CRD #6841616 · CLARAPHI ADVISORY NETWORK, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Oct 2025present
Jun 2022Dec 2022
Phoenix, AZ
ULTRA FINANCIAL PARTNERS
Aug 2021Nov 2025
SCOTTSDALE, AZ
Aug 2017Oct 2021
scottsdale, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 28, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARAPHI ADVISORY NETWORK, LLC
CRD 165868 · SEC 801-80575
AUM
$383M
Regulatory assets under management
Employees
8
2,422 client accounts
Services offered by CLARAPHI ADVISORY NETWORK, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Logan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Logan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALISO VIEJO?

Browse all registered financial advisors in ALISO VIEJO, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Logan Wood Varela offer?
Logan Wood Varela specializes in Financial Planning, Investment Management. Contact their office in ALISO VIEJO, California for a consultation.
What are Logan Wood Varela's credentials?
Logan Wood Varela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Logan Wood Varela located?
Logan Wood Varela is based in ALISO VIEJO, California, working with CLARAPHI ADVISORY NETWORK, LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Logan Wood Varela charge for services?
Logan Wood Varela's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARAPHI ADVISORY NETWORK, LLC?
CLARAPHI ADVISORY NETWORK, LLC has approximately 8 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →