# Wealthlogic

> Wealthlogic is a state-registered investment advisory firm in Gilbert, AZ, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 326644
- Filed as: WEALTHLOGIC
- Legal name: Wealthlogic, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326644
- AdvisorCensus page: https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644

## Quick answers

**How is Wealthlogic compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthlogic reports these compensation arrangements: a percentage of assets under its management.

**Where is Wealthlogic located?**
Wealthlogic's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Wealthlogic registered with the SEC or a state?**
Wealthlogic is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326644.

**How much does Wealthlogic manage?**
Wealthlogic reports $25,389,882 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Wealthlogic serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (10).

**Does Wealthlogic 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/326644

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,389,882
- Discretionary: $25,389,882
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $9,174,017 |
| High net worth individuals | 10 | $16,215,865 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com
- Instagram @wealthlogicllc
- LinkedIn @wealthlogic-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthlogic (CRD 326644): Form ADV filing data as of October 2026.