Wealth Logic
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
102 S Tejon St Ste 1100, Colorado Spring...Phone Number
(719) 955-1001Website
www.daretobedull.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Wealth Logic
Wealth Logic is a financial advisory firm that emphasizes reducing emotional decision-making in investing to enhance real economic returns. They offer hourly fee-only financial planning and investment strategy services, aimed at helping clients build wealth rather than creating income streams for others. The firm also provides occasional fixed fee services for institutions and expert witness testimony. Their approach challenges traditional investing practices that may benefit Wall Street more than individual investors.Explore more
Wealth Logic Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Wealth Logic is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wealth Logic is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Logic.
Wealth Logic Tech Stack
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Wealth Logic is a financial advisory firm that emphasizes reducing emotional decision-making in investing to enhance real economic returns. They offer hourly fee-only financial planning and investment strategy services, aimed at helping clients build wealth rather than creating income streams for others. The firm also provides occasional fixed fee... Read More
