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).
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Total Assets Under Management243MILLION
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Total Number of Accounts613ACCOUNTS
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Average Account Value$397,069
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CA, FL, IL, MI, NE, TX
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.
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.
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.
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.