Unclaimed Profile

David Hong Chung

LOGIC WEALTH MANAGEMENT, LLC·PASADENA, California

Series 7, Series 66Clean record22 years registeredLOGIC WEALTH MANAGEMENT, LLC

1055 EAST COLORADO BLVD, SUITE 500, PASADENA, CA 91106CRD# 4464140Firm CRD# 153453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Hong Chung · PASADENA, CA

Registration

CRD #4464140 · LOGIC WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LOGIC WEALTH MANAGEMENT, LLC

Mar 2026 – present

LOGIC WEALTH MANAGEMENT, LLC

Jun 2010 – Dec 2025

PASADENA, CA

WEALTH MANAGEMENT COACH, LLC.

May 2005 – Nov 2010

ALHAMBRA, CA

CASTLE GROUP INVESTMENT COUNSEL, INC.

Mar 2004 – Nov 2007

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 4, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOGIC WEALTH MANAGEMENT, LLC

CRD 153453 · SEC 801-129485

AUM

$122M

Regulatory assets under management

Employees

549 client accounts

Services offered by LOGIC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOGIC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Hong Chung offer?

David Hong Chung specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are David Hong Chung's credentials?

David Hong Chung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Hong Chung located?

David Hong Chung is based in PASADENA, California, working with LOGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does David Hong Chung charge for services?

David Hong Chung'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 LOGIC WEALTH MANAGEMENT, LLC?

LOGIC WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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