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WEALTHLOGIC
WEALTHLOGIC is a state-registered investment adviser in GILBERT, AZ. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1...
Overview
WEALTHLOGIC is a state-registered investment adviser in GILBERT, AZ. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
How does WEALTHLOGIC source proprietary deal flow?
WEALTHLOGIC's approach to sourcing is not publicly known. For firms that maintain a minimal public footprint, sourcing often relies on private networks, direct relationships with general partners, and co-investment circles shared among peer family offices.
Does WEALTHLOGIC participate in fund commitments or only direct deals?
The firm's allocation between direct deals and fund commitments is not disclosed. Many multi-family offices blend both approaches, using fund-of-funds positions for niche strategies and direct co-investments to reduce fee loads on larger, more familiar asset classes.
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