Left Brain Wealth Management, LLC

Overview

Left Brain Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves both individuals/families and institutional clients and combines portfolio management with financial planning, client education and published commentary. It operates with a flexible fee menu — percentage of assets under management, fixed and hourly fees, and performance-based arrangements are all used — and also maintains brokerage relationships through registered representative and other financial product sales activities. The firm reports a non-ESG orientation and offers advisory services spanning single-client portfolio management and management of pooled investment vehicles. It also engages in investor education via seminars and periodic publications and may act as sponsor, general partner or managing member for pooled investments it oversees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices