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LEFT BRAIN WEALTH MANAGEMENT, LLC
CRD 170348 · SEC 801-113256
215 SHUMAN BLVD, #304, NAPERVILLE, IL, 60563, United States
Phone
630-517-9300
Fax
224-765-4685
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$340.4M
Discretionary AUM
$340.4M
Team
7 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $38.2M |
| High net worth individuals | 94 | $282.3M |
| Pooled investment vehicles | 1 | $19.9M |
States served
CA, IL, MI, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD