Inactive

Carlos Alberto Perez

Logic Wealth Management, LLC

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Current Employers

Logic Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-21

CA RA
APPROVED

Since 2026-08-21

Branch Locations

Yuma, AZ • United States

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

Organization	City	State	From	To
Carlos Perez	Covina	CA	11/2018	Present
Perez Company	Covina	CA	06/1997	Present

11/2018 → Present

Carlos Perez

Covina, CA
06/1997 → Present

Perez Company

Covina, CA

Previous Registrations

2020-01-06 → 2025-12-31

Logic Wealth Management, Llc

Pasadena, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-02

S65 Uniform Investment Adviser Law Examination

2020-01-02

View on SEC IAPD

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