Logic Wealth Management, LLC

Logic Wealth Management, LLC (CRD# 153453) is a financial advisory firm headquartered in Pasadena, CA. They manage $122,491,539 in 549 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106
http://www.logicwm.com
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    549
    ACCOUNTS
  • Average Account Value
    $223,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Logic Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Yun Chen, financial advisor Pasadena CA
Yun C. Chen
CRD#: 4591841
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

Yun Chen (CRD# 4591841) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 5 years of experience in the finance industry.

2
David Chung, financial advisor Pasadena CA
David H. Chung
CRD#: 4464140
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

David Chung (CRD# 4464140) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 22 years of experience in the finance industry.

3
Hong Tran, financial advisor Pasadena CA
Hong Q. Tran
CRD#: 2883911
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

Hong Tran (CRD# 2883911) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 27 years of experience in the finance industry.

4
Rex Chan, financial advisor Pasadena CA
Rex Chan
CRD#: 7681328
Pasadena, CA

Rex Chan (CRD# 7681328) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has 1 year of experience in the finance industry.

5
Eugene Chung, financial advisor Pasadena CA
Eugene G. Chung
CRD#: 7332207
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

Eugene Chung (CRD# 7332207) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 3 years of experience in the finance industry.

6
Eric La, financial advisor Pasadena CA
Eric La
CRD#: 7328447
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

Eric La (CRD# 7328447) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 3 years of experience in the finance industry.

7
Carlos Perez, financial advisor Pasadena CA
Carlos A. Perez
CRD#: 7214414
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

Carlos Perez (CRD# 7214414) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 4 years of experience in the finance industry.

8
Chi Zhang, financial advisor Pasadena CA
Chi Zhang
CRD#: 7700134
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106

Chi Zhang (CRD# 7700134) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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