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Building 2LOGIC WEALTH MANAGEMENT, LLC

Map pinPASADENA, CA
Phone(626) 757-4323
NotebookSEC #801-129485
Total AUM
$184.7M
Employees
9
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 EAST COLORADO BLVD, SUITE 500
PASADENA
CA 91106
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(626) 757-4323

ReceiptFinancials

Total AUM
$184.7M
Accounts
220
Discretionary
$184.7M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$68.7M
HNW Individual Clients
58
AUM
$116M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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