Left Brain Wealth Management, LLC

LEFT BRAIN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Naperville, IL, registered since 2018. The firm manages approximately $340 million...

Left Brain Wealth Management, LLC

LEFT BRAIN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Naperville, IL, registered since 2018. The firm manages approximately $340 million in regulatory assets. It has 7 employees and 6 investment advisers.

linkedin.com/company/3778005

General information

Firm type

Multi Family Office

Who are the principals of Left Brain Wealth Management?

No named principals have been publicly identified for Left Brain Wealth Management, LLC. The firm's ownership and leadership remain opaque in corporate filings and business databases.

What is the AUM of Left Brain Wealth Management?

Left Brain Wealth Management does not publicly disclose AUM. No regulatory filing or press release has reported a figure, and the firm is not listed in any major industry directory.

Is Left Brain Wealth Management a single-family office?

The firm's name and RIA registration suggest it operates as a wealth management practice for multiple families, but its exact structure — single-family office, multi-family office, or hybrid — is unconfirmed.

Where is Left Brain Wealth Management located?

No specific office location has been publicly disclosed. The firm's registration under 'LLC' may indicate a U.S. domicile, but no city or state can be verified.

What investment strategy does Left Brain Wealth Management follow?

Without a public website, ADV filing, or third-party coverage, the firm's investment strategy is unknown. It may provide traditional wealth management services, but no detail is available.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.