RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Zhang, ChiICHIEF COMPLIANCE OFFICERNA
Zhang, ChiICHIEF COMPLIANCE OFFICERNA
Zhang, ChiICHIEF COMPLIANCE OFFICERNA
CHUNG, DAVID, HONGIMANAGING PARTNERD Control
CHUNG, DAVID, HONGIMANAGING PARTNERD Control
CHUNG, DAVID, HONGIMANAGING PARTNERD Control
TRAN, HONG, QUOCIMANAGING PARTNERD Control
TRAN, HONG, QUOCIMANAGING PARTNERD Control
TRAN, HONG, QUOCIMANAGING PARTNERD Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (3)

AZ CA TX

Address

1055 EAST COLORADO BLVD, SUITE 500
PASADENA, CA 91106
United States
Phone: (626) 757-4323