← Tributary

LEFT BRAIN WEALTH MANAGEMENT, LLC

NAPERVILLE, IL · CRD 170348 · IAPD ↗ · 630-517-9300

$340.4MRegulatory AUM
6Advisory reps
7Employees
0Clients
101-250Planning clients
3Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — LEFT BRAIN WEALTH MANAGEMENT, LLC reported RAUM up 28% ($243.4M -> $310.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — LEFT BRAIN WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.