# Logic Wealth Management, LLC

> Logic Wealth Management, LLC is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 153453
- Filed as: LOGIC WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153453
- AdvisorCensus page: https://advisorcensus.com/firm/logic-wealth-management-llc-pasadena-ca-153453

## Quick answers

**How is Logic Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Logic Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Logic Wealth Management, LLC located?**
Logic Wealth Management, LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Logic Wealth Management, LLC registered with the SEC or a state?**
Logic Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 153453.

**How much does Logic Wealth Management, LLC manage?**
Logic Wealth Management, LLC reports $184,749,471 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Logic Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Logic Wealth Management, LLC: Regulatory assets under management: $122,491,539 in the October 2024 data and $184,749,471 in the October 2026 data, up 51%. Total employees: 8 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Logic Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); high net worth individuals (58).

**Does Logic Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153453

**What changed in Logic Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $164,666,548 to $184,749,471 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $184,749,471
- Discretionary: $184,749,471
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 162 | $68,744,657 |
| High net worth individuals | 58 | $116,004,814 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- logicwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $122,491,539 | 8 | January 17, 2024 |
| October 2025 | $164,666,548 | 9 | March 26, 2025 |
| October 2026 | $184,749,471 | 9 | March 24, 2026 |

Regulatory assets under management: $122,491,539 in the October 2024 data and $184,749,471 in the October 2026 data, up 51%.
Total employees: 8 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $164,666,548 to $184,749,471 (+12%).

### January 2026
- No longer registered or notice-filed in CA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Logic Wealth Management, LLC (CRD 153453): Form ADV filing data as of October 2026.