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Building 2LEFT BRAIN WEALTH MANAGEMENT, LLC

Map pinNAPERVILLE, IL
Phone630-517-9300
NotebookSEC #801-113256
Total AUM
$340.4M
Employees
7
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 SHUMAN BLVD
#304
NAPERVILLE
IL 60563
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
630-517-9300
Other Offices
1

ReceiptFinancials

Total AUM
$340.4M
Accounts
712
Discretionary
$340.4M
Accounts
712
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$38.2M
HNW Individual Clients
94
AUM
$282.3M
Pooled Vehicle Clients
1
AUM
$19.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINETX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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