Chi Nmn Zhang
Investment adviser representative at Logic Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$184.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Logic Wealth Management, LLCFeb 2023 to now
- Chi Zhang Attorney At Law, Solo PractitionerSep 2015 to now
- Olive Asset ManagementSep 2024 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Logic Wealth Management, LLC
$184.7MAssets managed
220Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7700134
- Firm CRD
- 153453