Left Brain Wealth Management
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
215 Shuman Blvd Ste 304, Naperville, Ill...Phone Number
(630) 517-9300Website
www.leftbrainwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Left Brain Wealth Management
Left Brain Wealth Management specializes in creating, building, and preserving wealth for rising affluent and high net worth investors. The firm offers customized financial plans and investment strategies tailored to clients' unique circumstances, focusing on active portfolio management, tax, and retirement planning. With a team of experienced investment advisors and analysts, they provide individualized service to help clients navigate the complexities of today's dynamic markets. Founded in 2014, Left Brain aims to empower clients to secure their financial future while allowing them to focus on their personal aspirations.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
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Left Brain Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Left Brain Wealth Management specializes in creating, building, and preserving wealth for rising affluent and high net worth investors. The firm offers customized financial plans and investment strategies tailored to clients' unique circumstances, focusing on active portfolio management, tax, and retirement planning. With a team of experienced inve... Read More
