Left Brain Wealth Management, LLC

Overview

Left Brain Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. Since registering in 2018 the firm has positioned itself to serve both individual/family and institutional clients. Its advisory offering spans comprehensive financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, plus client education through publications and seminars. The firm also operates as a registered representative of a broker‑dealer and conducts other financial product sales. Fee arrangements are flexible: percentage of AUM, hourly and fixed fees are used alongside performance‑based fees in certain situations. Left Brain is not identified as an active ESG investor. It also functions in sponsor/GP and managing‑member roles for pooled vehicles, indicating a hands‑on approach where it manages or advises private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices