RIA Intel›Advisers›Arizona›WEALTHLOGIC, LLC

WEALTHLOGIC, LLC

Advisory

AZ

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$202K

across 126 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

CUSTOM WEALTH MANAGEMENT INC

$26M

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VIBRANT WEALTH ADVISORS LLC

$25M

$26M

STEELE LARSON ADVISORS, LLLP

$25M

EDGE ASSET MANAGEMENT, L.L.C.

$25M

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