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| Logic Wealth Management LLC
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|
|---|---|
| CRD # | 153453 |
| SEC # | 801-129485 |
| CIK # | |
| AUM | $184.7 M (2026-03-24) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 626-757-4323 |
| Address | 1055 East Colorado Blvd, Suite 500 Pasadena, CA 91106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 68.7 |
| (b) Individuals (high net worth individuals) | 58 | 116.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 184.7 |
| By Discretionary | ||
| Discretionary | 220 | 184.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 184.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.7 | |
| Total | 220 | 184.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Halberstadt Financial Consultants Inc
✚
|
NJ | 0.2 |
|
Schwarz Investment Partners
✚
|
KS | 0.2 |
|
Brindle & Bay Financial Advisors LLC
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|
TX | 0.2 |
|
Vanheel Management Limited
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|
0.2 | |
|
Avail Investment Partners LLC
✚
|
PA | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Rivertree Advisors LLC
✚
|
FL | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
0.2 | |
|
The Worley Banks Group LLC
✚
|
MO | 0.2 |
|
Madrid Financial Services Inc
✚
|
CA | 0.2 |