A complete list of active advisors currently associated with Left Brain Wealth Management, LLC

Warmer can help you find a great advisor at Left Brain Wealth Management, LLC or one who fits your needs even better.

Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to a mix of individual clients (including high-net-worth individuals), trusts, corporations, retirement plans, and other entities. The firm also manages pooled investment vehicles and serves as investment manager to master‑feeder private funds, in addition to offering written or oral financial plans and one‑time 401(k) reviews. The firm customizes portfolios to client objectives and risk tolerances and uses a proprietary security‑evaluation platform called JARVIS that combines fundamental, technical, and quantitative analysis to identify and rank investments. Portfolio implementation can include individual equities, fixed income, ETFs and mutual funds, and may involve option strategies (including covered calls and hedging), third‑party managers, and occasional use of leverage when appropriate. Left Brain is distinctive among similar team firms in that it operates affiliated private funds for which it receives incentive allocations and manages separate accounts side‑by‑side with those funds, creating potential allocation and performance‑fee conflicts noted in the brochure. The firm’s advisory personnel may also engage in other industry roles — including registration with a FINRA member broker‑dealer and insurance sales — and the firm contracts with an outside marketing firm for webinars/seminars and may pay promoters or testimonials, all of which the brochure identifies as sources of potential conflicts of interest.

To learn more about the advisors currently working at Left Brain Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.