WEALTH LOGIC, LLC

Overview

Wealth Logic, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated activity centers on financial planning rather than discretionary portfolio management, and it bills clients through fixed-fee and hourly arrangements consistent with project- or advice-focused work. Its client mix includes both individual/family and institutional relationships. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser in the data provided, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices