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Logic Wealth Management
LOGIC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Pasadena, CA, registered since 2024. The firm manages approximately $185 million in...
Logic Wealth Management
LOGIC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Pasadena, CA, registered since 2024. The firm manages approximately $185 million in assets. It has 9 employees and 9 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is the primary business structure of Logic Wealth Management?
Logic Wealth Management is registered as a fee-only RIA with the SEC, meaning it is legally bound to act as a fiduciary for its clients. This structure prohibits commission-based sales and requires the firm to disclose conflicts of interest. The model is common among independent wealth managers serving high-net-worth families.
What investment services does Logic Wealth Management offer?
The firm offers discretionary asset management, financial planning, retirement planning, estate planning, and tax-efficient wealth strategies. Its services are structured to comply with the SEC's fiduciary rule. Specific asset-class allocations, such as the mix of equities, fixed income, and alternatives, are not publicly disclosed.
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