# Logic Wealth Management

Logic Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153453
- **SEC file number:** 801-129485
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153453

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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