RIA Intel›Advisers›Illinois›LEFT BRAIN WEALTH MANAGEMENT, LLC

LEFT BRAIN WEALTH MANAGEMENT, LLC

Advisory

N·NAPERVILLE, IL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$340M
1-Year AUM Growth
+14.7%
3-Year CAGR
-5.5%
Employees
6
Assets Under Management
Total AUM$340M
Discretionary AUM$340M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients203
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record35
First FilingApr 19, 2018
Latest FilingMar 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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