Unclaimed Profile

Logan Lee Bolick

ALTAVISTA WEALTH MANAGEMENT, INC.·ASHEVILLE, North Carolina

Series 65Clean record12 years registeredALTAVISTA WEALTH MANAGEMENT, INC.

4 VANDERBILT PARK DRIVE, ASHEVILLE, NC 28803CRD# 6318241Firm CRD# 122326

Profile Verification

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

Identity

Logan Lee Bolick · ASHEVILLE, NC

Registration

CRD #6318241 · ALTAVISTA WEALTH MANAGEMENT, INC. · 12 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Feb 2022 – present

ALTAVISTA WEALTH MANAGEMENT, INC.

Jun 2014 – Feb 2022

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 7, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTAVISTA WEALTH MANAGEMENT, INC.

CRD 122326 · SEC 801-62511

AUM

$602M

Regulatory assets under management

Employees

927 client accounts

Services offered by ALTAVISTA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTAVISTA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Logan Lee Bolick offer?

Logan Lee Bolick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Logan Lee Bolick's credentials?

Logan Lee Bolick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Logan Lee Bolick located?

Logan Lee Bolick is based in ASHEVILLE, North Carolina, working with ALTAVISTA WEALTH MANAGEMENT, INC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Logan Lee Bolick charge for services?

Logan Lee Bolick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: family office service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAVISTA WEALTH MANAGEMENT, INC.?

ALTAVISTA WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $602M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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