LOGIC WEALTH MANAGEMENT, LLC
CRD #153453 SEC #801-129485 PASADENA, CA (626) 757-4323
SEC Registered
Total AUM
$164.7M
Discretionary
$164.7M
Employees
9
Clients
10
Accounts
585
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $164.7M | $164.7M | $0 | 9 | 0 |
| Jan 2024 | $122.5M | $122.5M | $0 | 8 | 0 |
| Jan 2024 | $122.5M | $122.5M | $0 | 8 | 0 |
DateMar 2025
Total AUM$164.7M
Discretionary$164.7M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0