LEFT BRAIN WEALTH MANAGEMENT, LLC

215 Shuman Blvd
#304
Naperville, Illinois 60563
Tel: 630-517-9300

About LEFT BRAIN WEALTH MANAGEMENT, LLC

LEFT BRAIN WEALTH MANAGEMENT, LLC, formally registered with the SEC as LEFT BRAIN WEALTH MANAGEMENT, LLC. The firm was established in 05/21/2018. They have over 2 offices throughout the country.

LEFT BRAIN WEALTH MANAGEMENT, LLC is a Naperville, Illinois based Financial Planning firm with nearly $310,352,864 assets under management, offering retirement planning & investment advisory services to 650 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170348
SEC#	801-113256
Assets Managed by Firm	$310,352,864
No. of Clients	650
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	650	$310,352,864
Individuals (other than high net worth individuals)	85	$42,648,434
High net worth individuals	117	$248,467,675

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