LOGIC WEALTH MANAGEMENT, LLC

LOGIC WEALTH MANAGEMENT, LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 153453). Regulatory assets under management: $184.7M.

Registration

• CRD: 153453
• SEC file number: 801-129485
• Type: Registered investment adviser
• Location: 1055 EAST COLORADO BLVD, SUITE 500, PASADENA, CA, 91106
• Phone: (626) 757-4323
• Latest filing: 2026-03-24
• Regulatory AUM: $184.7M
• Discretionary AUM: $184.7M
• Clients: 9
• Accounts: 220

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search