Wealth Logic, LLC

Wealth Logic, LLC (CRD# 129599) is a financial advisory firm headquartered in Colorado Springs, CO. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, NY, TX

Financial Advisors at Wealth Logic, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Allan S. Roth
CRD#: 4751530
102 South Tejon Street, Suite 900, Colorado Springs, CO 80906
96
Wealthminder
score

Allan Roth (CRD# 4751530) is an Investment Advisor Representative working at Wealth Logic, LLC in Colorado Springs, CO and has over 12 years of experience in the finance industry. Allan Roth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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