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Current Employers
Logic Wealth Management, Llc

1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-03-30
  • CA RA
    APP_PEND_IARCE
    Since 2026-03-30

Branch Locations

1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Logic Wealth Management Pasadena CA 02/2023 Present
Chi Zhang Attorney At Law, Solo Practitioner Los Angeles CA 09/2015 Present
Olive Asset Management Palo Alto CA 09/2024 12/2025
  • 02/2023 → Present
    Logic Wealth Management
    Pasadena, CA
  • 09/2015 → Present
    Chi Zhang Attorney At Law, Solo Practitioner
    Los Angeles, CA
  • 09/2024 → 12/2025
    Olive Asset Management
    Palo Alto, CA
Previous Registrations
Other Businesses

Chi Zhang is a California licensed attorney sole practitioner. Legal services, if any, are separate from advisory services provided through Logic WM. Chi Zhang does not solicit Logic WM clients for legal services through Logic WM. A conflict of interest may arise if a client independently seeks legal services from Chi Zhang or an affiliated legal practice because separate compensation may be received for those services. These outside activities take up approximately 10% of Chi Zhang's work week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13
Other Names
  • Chuck Zhang
  • Chi Zhang

View on SEC IAPD

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