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Logical Wealth Management Inc. (Cheyenne)


Logical Wealth Management Inc. is an adviser based in Cheyenne. It manages $25.53 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Nevada.




Logical Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Logical Wealth Management: assets under management

The assets under management (AUM) of Logical Wealth Management Inc. is $25.53 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.28 million in discretionary accounts and $8.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $493.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.38 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Logical Wealth Management Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cheyenne

The principal office where Logical Wealth Management Inc. performs its advisory services is located at 1621 Central Ave, Cheyenne, WY 82001 The mailing address of the firm is 380 S Rock Blvd, Sparks, NV 89431. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-901-3591 or by fax 775-355-9556. The normal business hours are 9-5 on Monday - Friday.


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