| 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 |
Logic Wealth Management, LLC reports $164.7 million in regulatory assets under management on its Form ADV.
Logic Wealth Management, LLC reports 9 employees.
Logic Wealth Management, LLC is based in Pasadena, CA and has been SEC-registered since 2024.
Logic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $164.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $164.7M |