Wealthlogic

Overview

Wealthlogic operates as a limited liability company and is registered as an independent registered investment adviser. The firm is owner-operated and focuses on individual and family clients rather than institutional or pension mandates. Its compensated adviser model is a percentage-of-assets fee structure and its stated advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Wealthlogic’s filings indicate it is not an active ESG investor, is not positioned as a capital allocator to external managers, and does not describe multi-state or pension-consulting practices.

Assets & Accounts

Public Holdings

Investments & Alternatives