# Wealth Logic, LLC

> Wealth Logic, LLC is a state-registered investment advisory firm in Colorado Spring, CO, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated January 5, 2026.

- CRD: 129599
- Filed as: WEALTH LOGIC, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Spring, CO
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129599
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599

## Quick answers

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

**Where is Wealth Logic, LLC located?**
Wealth Logic, LLC's principal office is in Colorado Spring, CO, according to its Form ADV.

**Is Wealth Logic, LLC registered with the SEC or a state?**
Wealth Logic, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129599.

**What types of clients does Wealth Logic, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); charitable organizations (2).

**Does Wealth Logic, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129599

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 55 | $0 |
| Charitable organizations | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Logic, LLC (CRD 129599): Form ADV filing data as of October 2026.