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Logan Wealth Management

EST. AUM
$100,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Toronto
CRD Number
Website loganwealth.com
Client types

Overview

Logan Wealth Management is an independent wealth management firm headquartered in Toronto, Ontario, Canada, serving high-net-worth individuals, business owners, and small institutions. They specialize in building customized portfolios and financial plans tailored to each client’s objectives and risk tolerance while emphasizing capital preservation and long-term growth. Their team’s combined experience in capital markets, planning, and investment strategy underpins a transparent, fiduciary approach with direct client engagement.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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