CRD: 153453
Logic Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital meridianOak wave +more
- Established Date
- 06-24-2010
- Office Locations
- 1
Office Locations
About Logic Wealth Management, LLC
Logic Wealth Management is a Pasadena, CA RIA providing comprehensive, holistic wealth management—combining financial planning with investment strategy implementation, reporting, and ongoing monitoring. The team works with clients’ full financial picture and offers an initial consultation in person or via video. Public filings indicate primary custody at Charles Schwab and portfolios largely implemented with ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID HONG CHUNG
Managing Partner
- CRD
- #4464140
- Ownership
- 50% but less than 75%
HONG QUOC TRAN
Managing Partner
- CRD
- #2883911
- Ownership
- 50% but less than 75%
Pathway capital
Unison matrix
- CRD
- #26771
- Ownership
- 8.4%
Showing 2 of 3 owners & executives
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EUGENE GONG CHUNG
--
- CRD
- #7332207
Eric La
--
- CRD
- #7328447
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,749,471 | $839,770 |
| Non-Discretionary | $0 | -- |
| Total | $184,749,471 | $839,770 |
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Separately Managed Accounts
Total SMA Asset: $184,749,471
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $864,324,292 | 28.0% |
| Cash | $398,206,549 | 12.9% |
| Other | $990,886,064 | 32.1% |
| Corporate - Investment Grade | $833,455,568 | 27.0% |
| Total | $3,086,872,473 | 100.0% |