LEFT BRAIN WEALTH MANAGEMENT, LLC
CRD #170348 SEC #801-113256 NAPERVILLE, IL 630-517-9300
SEC Registered Private Funds
Total AUM
$310.4M
Discretionary
$310.4M
Employees
7
Clients
101
Accounts
650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $310.4M | $310.4M | $0 | 7 | 0 |
| May 2025 | $310.4M | $310.4M | $0 | 7 | 0 |
| Mar 2025 | $310.4M | $310.4M | $0 | 7 | 0 |
| Feb 2025 | $310.4M | $310.4M | $0 | 7 | 0 |
| Nov 2024 | $243.4M | $243.4M | $0 | 7 | 0 |
| Mar 2024 | $243.4M | $243.4M | $0 | 7 | 0 |
| Dec 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Sep 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Aug 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Jun 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Mar 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Mar 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Mar 2023 | $212.2M | $212.2M | $0 | 5 | 0 |
| Jan 2023 | $323.1M | $322.8M | $247K | 6 | 0 |
| Jan 2023 | $323.1M | $322.8M | $247K | 6 | 0 |
| Jan 2023 | $323.1M | $322.8M | $247K | 6 | 0 |
| Mar 2022 | $323.1M | $322.8M | $247K | 6 | 0 |
| Mar 2022 | $323.1M | $322.8M | $247K | 6 | 0 |
| Jan 2022 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| Jan 2022 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| Jul 2021 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| Jul 2021 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| May 2021 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| Mar 2021 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| Mar 2021 | $286.1M | $285.8M | $230.5K | 7 | 0 |
| Aug 2020 | $167.5M | $167.3M | $211.2K | 8 | 0 |
| Jun 2020 | $167.5M | $167.3M | $211.2K | 8 | 0 |
| Mar 2020 | $167.5M | $167.3M | $211.2K | 8 | 0 |
| Oct 2019 | $121.2M | $121M | $169.2K | 9 | 0 |
| Sep 2019 | $121.2M | $121M | $169.2K | 9 | 0 |
| Aug 2019 | $121.2M | $121M | $169.2K | 9 | 0 |
| May 2019 | $121.2M | $121M | $169.2K | 9 | 0 |
| Mar 2019 | $121.2M | $121M | $169.2K | 9 | 0 |
| Dec 2018 | $102.9M | $100.9M | $2M | 8 | 0 |
| Oct 2018 | $102.9M | $100.9M | $2M | 8 | 0 |
| Sep 2018 | $102.9M | $100.9M | $2M | 8 | 0 |
| Jul 2018 | $102.9M | $100.9M | $2M | 8 | 0 |
| May 2018 | $102.9M | $100.9M | $2M | 8 | 0 |
| Apr 2018 | $102.9M | $100.9M | $2M | 8 | 0 |
DateSep 2025
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$323.1M
Discretionary$322.8M
Non-Disc.$247K
Employees6
Clients0
DateJan 2023
Total AUM$323.1M
Discretionary$322.8M
Non-Disc.$247K
Employees6
Clients0
DateJan 2023
Total AUM$323.1M
Discretionary$322.8M
Non-Disc.$247K
Employees6
Clients0
DateMar 2022
Total AUM$323.1M
Discretionary$322.8M
Non-Disc.$247K
Employees6
Clients0
DateMar 2022
Total AUM$323.1M
Discretionary$322.8M
Non-Disc.$247K
Employees6
Clients0
DateJan 2022
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateJan 2022
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateJul 2021
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateJul 2021
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateMay 2021
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateMar 2021
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateMar 2021
Total AUM$286.1M
Discretionary$285.8M
Non-Disc.$230.5K
Employees7
Clients0
DateAug 2020
Total AUM$167.5M
Discretionary$167.3M
Non-Disc.$211.2K
Employees8
Clients0
DateJun 2020
Total AUM$167.5M
Discretionary$167.3M
Non-Disc.$211.2K
Employees8
Clients0
DateMar 2020
Total AUM$167.5M
Discretionary$167.3M
Non-Disc.$211.2K
Employees8
Clients0
DateOct 2019
Total AUM$121.2M
Discretionary$121M
Non-Disc.$169.2K
Employees9
Clients0
DateSep 2019
Total AUM$121.2M
Discretionary$121M
Non-Disc.$169.2K
Employees9
Clients0
DateAug 2019
Total AUM$121.2M
Discretionary$121M
Non-Disc.$169.2K
Employees9
Clients0
DateMay 2019
Total AUM$121.2M
Discretionary$121M
Non-Disc.$169.2K
Employees9
Clients0
DateMar 2019
Total AUM$121.2M
Discretionary$121M
Non-Disc.$169.2K
Employees9
Clients0
DateDec 2018
Total AUM$102.9M
Discretionary$100.9M
Non-Disc.$2M
Employees8
Clients0
DateOct 2018
Total AUM$102.9M
Discretionary$100.9M
Non-Disc.$2M
Employees8
Clients0
DateSep 2018
Total AUM$102.9M
Discretionary$100.9M
Non-Disc.$2M
Employees8
Clients0
DateJul 2018
Total AUM$102.9M
Discretionary$100.9M
Non-Disc.$2M
Employees8
Clients0
DateMay 2018
Total AUM$102.9M
Discretionary$100.9M
Non-Disc.$2M
Employees8
Clients0
DateApr 2018
Total AUM$102.9M
Discretionary$100.9M
Non-Disc.$2M
Employees8
Clients0