Overview
Assets Under Management: $185 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 58
Average Client Assets: $2.0 million
Frequently Asked Questions
LOGIC WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153453), LOGIC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LOGIC WEALTH MANAGEMENT, LLC is headquartered in PASADENA, CA.
LOGIC WEALTH MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, LOGIC WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LOGIC WEALTH MANAGEMENT, LLC manages $185 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, LOGIC WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.79%
Average Client Assets: $2.0 million
Total Client Accounts: 220
Discretionary Accounts: 220
Regulatory Filings
CRD Number: 153453
Filing ID: 2078968
Last Filing Date: 2026-03-24 06:39:02