Left Brain Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, publishing newsletters, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 3 private funds.
Left Brain Wealth Management reports 207 clients. They include 112 individual clients, 94 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 100.0% ($340M across 712 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 11% |
| High-net-worth individuals | 45% | 83% |
| Pooled investment vehicles | <1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 112 | $38.2M | 11.2% | $341K |
| High-net-worth individuals | 94 | $282M | 82.9% | $3M |
| Pooled investment vehicles | 1 | $19.9M | 5.8% | $19.9M |
| Total | 207 | $340M | 100% | $1.64M |
- Clients
- 112
- Regulatory AUM
- $38.2M
- AUM share
- 11.2%
- Avg. per client
- $341K
- Clients
- 94
- Regulatory AUM
- $282M
- AUM share
- 82.9%
- Avg. per client
- $3M
- Clients
- 1
- Regulatory AUM
- $19.9M
- AUM share
- 5.8%
- Avg. per client
- $19.9M
Total
- Clients
- 207
- Regulatory AUM
- $340M
- AUM share
- 100%
- Avg. per client
- $1.64M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 101–250
Left Brain Wealth Management charges 1.00%–2.00% a year for its Asset-Based Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 2.00% |
| $100K–$250K | 1.75% |
| $250K–$500K | 1.50% |
| $500K–$1M | 1.35% |
| $1M–$5M | 1.15% |
| $5M and above | 1.00% |
Fee details and sources
Other fees
- 401(k) Consultative Services
- One-time fee of $499.00, payable in full when the agreement is signed.
- Financial Planning
- Billed at $600 per hour, or a fixed fee agreed with the client in advance.
Noland Langford Revocable Trust Dated 11.08.2023 owns 75% or more of Left Brain Wealth Management. The leadership team of Left Brain Wealth Management includes Chief Compliance Officer Gery Sadzewicz. It has 7 employees, 6 of them in advisory roles.
Leadership
- Gery SadzewiczChief Compliance Officer
- Noland LangfordManager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Brian Christopher Dress
- Freddy Garcia
- Noland D Langford
- Marina S Solomon
Staff
- 7 employees
- 6 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 75% or more of Left Brain Wealth Management, LLC
Noland Langford Revocable Trust Dated 11.08.2023
Control person · since February 2026
Left Brain Wealth Management’s regulatory assets grew from $286M (July 2021) to $340M (March 2026); clients were 207 in both filings and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $340M | 207 | 7 | 2 |
| May 2025 | $310M | 203 | 7 | 2 |
| March 2024 | $243M | 207 | 7 | 2 |
| August 2023 | $212M | 190 | 5 | 2 |
| March 2022 | $323M | 298 | 6 | 2 |
| July 2021 | $286M | 209 | 7 | 2 |
Besides its headquarters, Left Brain Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- 215 Shuman BLVD, #304, NapervilleHQ
Contact and registration details
- Legal name
- Left Brain Wealth Management, LLC
- Headquarters
- 215 Shuman BLVD, #304, Naperville, IL 60563
- Website
- leftbrainwm.com
- Phone
- 630-517-9300
- SEC file
- 801-113256
- Founded
- 2014
- Structure
- Illinois LLC
- Fiscal year end
- December
Left Brain Wealth Management uses Charles Schwab ($313M, 98%) and Interactive Brokers ($7.46M, 2%) as custodians for its separately managed accounts. Left Brain Wealth Management has custody of $313M in client assets for 205 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $313M98%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $7.46M2%
At year end, Left Brain Wealth Management’s separately managed accounts were mostly in stocks (82%). Its reported 13F holdings for the quarter ended 30 June 2026 total $332M across 99 positions; the largest are Nvidia Corporation (9.0%), Taiwan Semiconductor Manufac (6.6%) and Micron Technology Inc. (4.4%).
What the accounts hold
- Stocks82%
- Funds5%
- Cash2%
- Other11%
- Non us and non classified fixed income, cryptocurrency.11%
Reported 13F holdings
- $332M
- Reported 13F value
- 99
- Positions
- 42.9%
- In the 10 largest
- +30.3%
- Value vs. prior quarter
- Nvidia Corporation9.0%
- Taiwan Semiconductor Manufac · Sponsored ADS6.6%
- Micron Technology Inc.4.4%
- Applied Matls Inc.3.9%
- Arista Networks Inc. · Com Shs3.7%
- GE Aerospace3.2%
- Monolithic Pwr Sys Inc.3.1%
- Advanced Micro Devices Inc.3.1%
- Meta Platforms Inc. · CL A3.0%
- Dell Technologies Inc. · CL C3.0%
Together, the ten largest are 42.9% of reported value.
How many clients does Left Brain Wealth Management have?
Left Brain Wealth Management has 207 clients and manages $340 million for them, as of March 2026. They include 112 individual clients, 94 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Left Brain Wealth Management offer?
Left Brain Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, publishing newsletters, educational seminars, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Left Brain Wealth Management charge?
Left Brain Wealth Management charges 1.00%–2.00% a year for its Asset-Based Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: LEFT BRAIN WEALTH MANAGEMENT ADV PART 2A, filed 2 October 2026
Which custodians does Left Brain Wealth Management use?
Left Brain Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $313M and Interactive Brokers LLC (Greenwich, CT), with $7.46M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Left Brain Wealth Management have?
Left Brain Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Left Brain Wealth Management invest in?
At the end of its last fiscal year, Left Brain Wealth Management’s separately managed accounts held 82% exchange-traded equities, 11% other, 5% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. The 11% other category is described as: Non US and Non Classified Fixed Income, Cryptocurrency. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Left Brain Wealth Management?
Left Brain Wealth Management’s direct owner is Noland Langford Revocable Trust Dated 11.08.2023 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Left Brain Wealth Management get paid?
Left Brain Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Left Brain Wealth Management registered with the SEC?
Yes, Left Brain Wealth Management has been registered with the SEC as an investment adviser since 21 May 2018. Its CRD number is 170348 and its SEC file number is 801-113256.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact Left Brain Wealth Management?
Left Brain Wealth Management’s main office is at 215 Shuman BLVD, #304, Naperville, IL 60563. Its phone number is 630-517-9300. Its website is leftbrainwm.com.