Left Brain Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$320,514,055
Clients
206
Advisors
4
of 7 employees
About
Left Brain Wealth Management serves individuals (including high‑net‑worth clients), trusts, corporations, retirement plans, tax‑exempt entities and other legal entities, offering discretionary asset management, financial planning, 401(k) consultative reviews, and separate account implementation. The firm also acts as the investment manager for affiliated pooled funds organized in a master‑feeder structure and manages assets across both individual and pooled vehicle accounts.
Investment advice is tailored to each client’s objectives and risk tolerance and is supported by a proprietary JARVIS platform that combines fundamental, technical and quantitative analysis to screen and rank securities. Portfolios may include individual equities, fixed income, mutual funds, ETFs and option strategies (including covered calls), and LBWM may utilize third‑party managers and performance‑based compensation arrangements for certain pooled vehicles, which can create side‑by‑side allocation considerations.
Left Brain’s business mix includes several features that are less common among peers: an advisory representative is also registered with a broker‑dealer, members are licensed to sell insurance and other financial products, and the firm sponsors and receives performance allocations from private pooled funds it manages. The firm also engages paid promoters and arranges educational webinars/seminars and related marketing activities, a combination of roles and marketing practices that can present additional conflicts of interest for prospective clients to evaluate.
Client services
Expertise
Fee options
Financial planning fixed fees mutually agreed upon; 401(k) consultative service charged a one-time fee of $499.
$0 - $100,000: 2.00% $100,000 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.35% $1,000,000 - $5,000,000: 1.15% $5,000,000+: 1.00%
Advisory professionals may receive commissions for sales of securities and insurance products through Simplicity Investments.
Financial planning billed at $600 per hour.
Performance-based fees charged for certain funds; performance fees apply to clients meeting certain high-net-worth criteria.
Fee-only: Financial planning fees billed at $600 per hour or fixed fee mutually agreed upon.
Main office
215 Shuman Blvd, #304
Naperville IL 60563
Advisors at this office
4
Most active in
California · Florida · Illinois · Michigan · Nebraska · Texas
Also doing business as
Left Brain Wealth Management, LLC · Leftbrain Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Brian D
Series 65
Naperville, IL
Left Brain Wealth Management, LLC
Brian Dress is a financial advisor at Left Brain Wealth Management, LLC in Naperville, Illinois, holding a Series 65 designation with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and was previously employed at AE Trading from 2012 to 2018. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities with discretionary asset management and financial planning services. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and manages both individual and pooled accounts.
Marina S
Series 63, Series 66
Naperville, IL
Left Brain Wealth Management, LLC
Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 15 years of industry experience. She has held her current role since 2014 and previously worked at Wells Fargo Clearing for five years. She holds Series 63 and Series 66 registrations. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities by providing discretionary asset management, financial planning, and 401(k) consultative services. The firm utilizes a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and risk tolerance.
Noland L
CFP®, Series 66
Naperville, IL
Left Brain Wealth Management, LLC
Noland Langford is a CFP® with 26 years of industry experience. He is the principal owner and CEO of Left Brain Wealth Management, LLC, where he has worked since 2014. Prior to that, he held positions at Wells Fargo Clearing and Merrill. Langford also serves as director to Left Brain Capital Appreciation Master Fund and Offshore Fund and is involved with Left Brain Real Estate, a real estate development and management business. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities, providing discretionary asset management, financial planning, and 401(k) consultative reviews. The firm employs a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice, managing assets through both individual accounts and affiliated pooled funds.
Freddy G
CFP®, Series 63, Series 65
Naperville, IL
Left Brain Wealth Management, LLC
Freddy Garcia is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. He has worked with firms including Fidelity and MetLife Investment Fund Services LLC, and currently serves at Left Brain Wealth Management, LLC, alongside roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities, offering discretionary asset management, financial planning, and consultative reviews. The firm employs a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice across various asset classes, including individual equities, fixed income, and options strategies.
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