LOGIC WEALTH MANAGEMENT, LLC

Overview

Logic Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a blend of financial planning and portfolio management. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, giving flexibility to work on both ongoing advisory relationships and project-based planning. Its operating footprint reflects an adviser owned by an individual rather than a larger institution, and the adviser does not position itself as an ESG-focused manager. Investment activity is concentrated on public equity exposure delivered primarily through exchange-traded vehicles. The firm also uses traditional mutual funds and maintains real estate exposure through third-party real estate investment vehicles. Business lines extend beyond advisory work: Logic Wealth Management operates as a real estate broker and an insurance broker, which supports integrated solutions across real estate and insurance planning together with investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices