Wealth Logic, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
55
Advisors
1
of 1 employees
About
Wealth Logic provides advisory services to individuals and families, trusts and estates, businesses, and charitable organizations, including work for endowments. Its services are delivered primarily on an hourly or occasional fixed-fee basis and concentrate on portfolio re-engineering, personal financial planning (retirement, cash/debt management, risk management) and business planning (strategic planning, employee benefits, valuations).
The firm does not provide ongoing discretionary portfolio management or custody of client assets; clients are generally responsible for implementing recommendations and the firm can make introductions to custodians to assist with execution. Investment advice emphasizes low-cost, broadly diversified index funds, tax-efficient asset location and low turnover strategies, together with behavioral-finance counseling intended to reduce costly investor mistakes.
Distinctive features include a focus on charitable organization clients and endowment engagements, and the use of fixed-fee work for some institutional or expert-witness engagements—arrangements noted as uncommon for peers. The firm is led by a licensed CPA and highlights tax efficiency, avoidance of commissions and percentage-of-assets billing, and a counseling-oriented approach rather than continuous portfolio supervision.
Client services
Expertise
Fee options
Fixed fees typically range from $1,800 to $10,000
$450 per hour
Fee-only: Hourly fee of $450 per hour billed in 6-minute increments; Fixed fees ranging typically from $1,800 to $10,000 for unique engagements
Main office
102 S. Tejon Street, Suite 1100
Colorado Spring CO 80903
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Allan Roth & Company, LLC · Wealth Logic, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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