Wealth Logic, LLC · Colorado Spring, CO
From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio. Grades compare it with the typical wealth management RIA.
Not on Organic Growers: firms qualify by growing assets faster than the typical firm while adding staff and advisors.
Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).
No tools listed yet.
What the fastest growers do more than firms their size, and whether this firm does it: from what it told the SEC about its ads (Form ADV Item 5.L) and what its own website shows.
Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by the share it does of six things the fastest growers do more (testimonials, endorsements and ratings in its ads, from Form ADV 5.L; a YouTube channel, a niche and a monthly blog on its website), of those we could check; the page by how complete it is, including the fees, minimum and process prospects look for first. Assets include market gains and acquisitions. Public data only; not a recommendation.