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| Keyboard |
| Logic Wealth Management LLC
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|---|---|
| CRD # | 153453 |
| SEC # | 801-129485 |
| CIK # | |
| AUM | 184.7 M (2026-03-24) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-757-4323 |
| Address | 1055 East Colorado Blvd, Suite 500 Pasadena, CA 91106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 68.7 |
| (b) Individuals (high net worth individuals) | 58 | 116.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 184.7 |
| By Discretionary | ||
| Discretionary | 220 | 184.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 184.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.7 | |
| Total | 220 | 184.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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NJ | 185.0 M |
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Brindle & Bay Financial Advisors LLC
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Red Mountain Financial LLC
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|
Rivertree Advisors LLC
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|
Cullen Patterson Capital Management LLC
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|
The Worley Banks Group LLC
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|
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|
Madrid Financial Services Inc
✚
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CA | 184.2 M |