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LOGIC WEALTH MANAGEMENT, LLC

CRD 153453 · SEC 801-129485

Visit website

1055 EAST COLORADO BLVD, SUITE 500, PASADENA, CA, 91106, United States

Phone

(626) 757-4323

Fax

(626)737-0473

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$184.7M

Discretionary AUM

$184.7M

Team

9 total employees; 9 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals162$68.7M
High net worth individuals58$116.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD