Logic Wealth Management, LLC
Logic Wealth Management, LLC is an SEC-registered mass-market adviser in Pasadena, CA with $184.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Logic Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153453, SEC 801-129485, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $184.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Pasadena, CA
- Employees
- 9
- Clients
- 220
- CRD
- 153453
- Ownership
- Zhang, Chi; TRAN, HONG, QUOC; CHUNG, DAVID, HONG
How much AUM does Logic Wealth Management, LLC have?
Logic Wealth Management, LLC reported $184.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Logic Wealth Management, LLC?
Disclosed owners and executives of Logic Wealth Management, LLC include Zhang, Chi, TRAN, HONG, QUOC, CHUNG, DAVID, HONG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.