Wealthlogic

Wealthlogic (CRD# 326644) is a financial advisory firm headquartered in Gilbert, AZ. They manage $16,365,800 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

70 S. Val Vista Drive A3 - 525, Gilbert, AZ 85296

https://www.linkedin.com/company/wealthlogic-llc/

By the Numbers

Total Assets Under Management

16

MILLION
Total Number of Accounts

104

ACCOUNTS
Average Account Value

$157,363

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Wealthlogic

Showing 1 - 1 of 1 top financial advisors.

Kimberly M. Morton

CRD#: 5233521

Gilbert, AZ

Kimberly Morton (CRD# 5233521) is an Investment Advisor Representative working at Wealthlogic in Gilbert, AZ and has over 17 years 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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