Left Brain Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated March 20, 2026, reports $340M in regulatory assets under management, 7 employees, 1 office, and 712 accounts.
Assets Under Management
$340M
Employees
7
Offices
1 office
Total Clients
207
Primary office
NAPERVILLE, IL
215 SHUMAN BLVD, #304, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
112
2
HNWI
45.4%
94
3
Pooled Investment Vehicles
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$340Mas of March 20, 2026
Discretionary100.0%
$340M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$340M
Total Accounts712
10Y AUM Change+$238M (+230.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee30:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.