← Tributary

LOGIC WEALTH MANAGEMENT, LLC

PASADENA, CA · CRD 153453 · IAPD ↗ · logicwm.com · (626) 757-4323

$184.7MRegulatory AUM
9Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — LOGIC WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — LOGIC WEALTH MANAGEMENT, LLC reported RAUM up 34% ($122.5M -> $164.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2024 — LOGIC WEALTH MANAGEMENT, LLC (PASADENA, CA) is newly SEC-registered with $122.5M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.