Logic Wealth Management, LLC
● SEC registered since 2024CRD 153453SEC# 801-129485Pasadena, CA
Reg. AUM
$184.7M
Employees
9
Accounts
220
Location
Pasadena, CA
Logic Wealth Management, LLC assets under management
Logic Wealth Management, LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2024. It reports $184.7 million in regulatory assets under management and employs 9 people.
Logic Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chi Zhang | Chief Compliance Officer | Under 5% | 2024 |
| David Hong Chung Control | Managing Partner | 50-75% | 2010 |
| Hong Quoc Tran Control | Managing Partner | 50-75% | 2010 |
Frequently asked questions
How much does Logic Wealth Management, LLC manage?
Logic Wealth Management, LLC reports $184.7 million in regulatory assets under management on its Form ADV.
How many employees does Logic Wealth Management, LLC have?
Logic Wealth Management, LLC reports 9 employees.
Where is Logic Wealth Management, LLC located?
Logic Wealth Management, LLC is based in Pasadena, CA and has been SEC-registered since 2024.
Does Logic Wealth Management, LLC disclose fund performance?
Logic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 |
| Phone | (626) 757-4323 |
| Fax | (626)737-0473 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$184.7Mregulatory AUM
Discretionary $184.7M