Left Brain Wealth Management, LLC

Left Brain Wealth Management, LLC (CRD# 170348) is a financial advisory firm headquartered in Naperville, IL. They manage $243,403,335 in 613 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
215 Shuman Blvd, #304, Naperville, IL 60563
https://www.linkedin.com/company/40967845/admin/
By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $397,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NE, TX

Financial Advisors at Left Brain Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Freddy Garcia, financial advisor Naperville IL
Freddy Garcia
CRD#: 3227457
215 Shuman Blvd, #304, Naperville, IL 60563

Freddy Garcia (CRD# 3227457) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 24 years of experience in the finance industry.

2
Noland Langford, financial advisor Naperville IL
Noland D. Langford
CRD#: 4041451
215 Shuman Blvd, #304, Naperville, IL 60563

Noland Langford (CRD# 4041451) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 24 years of experience in the finance industry.

3
Marina Solomon, financial advisor Naperville IL
Marina S. Solomon
CRD#: 1906169
215 Shuman Blvd, #304, Naperville, IL 60563

Marina Solomon (CRD# 1906169) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 29 years of experience in the finance industry.

4
Brian Dress, financial advisor Naperville IL
Brian C. Dress
CRD#: 7310403
215 Shuman Blvd, #304, Naperville, IL 60563

Brian Dress (CRD# 7310403) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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