Eric La
Financial advisor at Logic Wealth Management, LLC · Pasadena, CA
Last updated 2026-10-10
Claim your profileEric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, CRD 7328447. Licenses and exams on the registration: Series 65. IAPD registration began 2021-01-11.
Registration
- CRD number
- 7328447
- Registration status
- Active
- IAPD registration
- 2021-01-11
- Industry Experience
- 5 years
- Work Experience
- 13 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2020-01 to Present · Logic Wealth Management · Pasadena, CA
- 2020-01 to Present · Sophis Real Estate Inc. · Pasadena, CA
- 2013-08 to 2019-12 · California State University, Fullerton · Fullerton, CA
Current employment
- Logic Wealth Management, LLC · Pasadena, CA
Logic Wealth Management, LLC
- Regulatory AUM
- $184,749,471
- Registered advisors
- 7
- Offices
- 2
- Clients per advisor
- 31.4 (Low)
- Average AUM per client
- $839.8K (Low)
- High-net-worth client ratio
- 26.4% (Moderate)
Logic Wealth Management, LLC: advisors, services and reported ETF investments
About
Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 13 years of reported work history.
Logic Wealth Management, LLC's firm-level Form ADV reports 7 advisors across 2 offices; approximately 31.4 clients per advisor, average assets per client of $839,770, and regulatory AUM of $184.7M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Logic Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Real Estate Broker, Dealer, or Agent
- Insurance Broker or Agent
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
Location
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106
7 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (626) 757-4323
- Website: logicwm.com
Official record
Are you Eric La?
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