A complete list of active advisors currently associated with Logic Wealth Management, LLC

Warmer can help you find a great advisor at Logic Wealth Management, LLC or one who fits your needs even better.

Logic Wealth Management serves a mix of individual investors (including both non‑high‑net‑worth and high‑net‑worth clients), trusts, estates, retirement plans, corporations, and other business entities. The firm offers discretionary portfolio management, participant/held‑away account management for retirement and HSA-type accounts, and standalone financial planning and consulting engagements. Investment strategies are tailored to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed at least quarterly and rebalanced as needed; the firm typically exercises discretionary trading authority for managed accounts. Fees for investment management are charged as a percentage of assets under management, while financial planning is billed on hourly or fixed‑fee bases, and held‑away participant accounts are reviewed and rebalanced via a third‑party platform to avoid custody. What is distinctive is the firm’s mix of outside licenses and affiliations: multiple adviser‑representatives maintain state real estate licenses and participate in an affiliated real estate brokerage (with those activities occupying roughly 10–20% of their workweeks), several individuals hold insurance licenses, and the firm’s chief compliance officer is a state‑licensed attorney who provides separate legal services. The brochure discloses these outside activities and potential conflicts, notes that the firm does not act as a broker‑dealer, and indicates it does not advise private funds.

To learn more about the advisors currently working at Logic Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.