Logic Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 153453
· SEC file 801-129485
· Pasadena, CA
· WWW.LOGICWM.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $185M
- Discretionary
- $185M
- Clients
- 220
- Avg AUM / client
- $840K
- Accounts
- 220
- Employees
- 9
AUM over time
$122M
$185M
Jan 10, 2024
Mar 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $68.7M | 37.2% |
| High net worth individuals | 58 | $116M | 62.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Hong Chung | Managing Partner | Feb 2010 (17y) | 50% – 75% | |
| Hong Quoc Tran | Managing Partner | CFP | Feb 2010 (17y) | 50% – 75% |
| Chi Nmn Zhang | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Eugene Gong Chung | Registered representative | Mar 2026 (0y) | ||
| Eric La | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗