Logic Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 24, 2026, reports $185M in regulatory assets under management, 9 employees, and 220 accounts.
Assets Under Management
$185M
Employees
9
Offices
--
Total Clients
220
Primary office
PASADENA, CA
1055 EAST COLORADO BLVD, SUITE 500, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.6% of total clients.
Top client categories% of clientsClients
1
Individuals
73.6%
162
2
HNWI
26.4%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 24, 2026
Discretionary100.0%
$185M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$185M
Total Accounts220
10Y AUM Change+$62M (+50.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee24:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.