Unclaimed Profile

Chi Zhang

LOGIC WEALTH MANAGEMENT, LLC·PASADENA, California

Series 65Clean record3 years registeredLOGIC WEALTH MANAGEMENT, LLC

1055 EAST COLORADO BLVD, SUITE 500, PASADENA, CA 91106CRD# 7700134Firm CRD# 153453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chi Zhang · PASADENA, CA

Registration

CRD #7700134 · LOGIC WEALTH MANAGEMENT, LLC · 3 years registered

Brand Profile

Not yet started

Career History

LOGIC WEALTH MANAGEMENT, LLC

Mar 2026 – present

LOGIC WEALTH MANAGEMENT, LLC

Feb 2023 – Dec 2025

PASADENA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 15, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOGIC WEALTH MANAGEMENT, LLC

CRD 153453 · SEC 801-129485

AUM

$122M

Regulatory assets under management

Employees

549 client accounts

Services offered by LOGIC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOGIC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Chi Zhang offer?

Chi Zhang specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Chi Zhang's credentials?

Chi Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chi Zhang located?

Chi Zhang is based in PASADENA, California, working with LOGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Chi Zhang charge for services?

Chi Zhang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOGIC WEALTH MANAGEMENT, LLC?

LOGIC WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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