Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC is an SEC registered investment adviser headquartered in Naperville, Illinois with additional offices in Miami, Florida. Founded in 2014, the firm provides comprehensive financial planning, active portfolio management, and tax/retirement planning to rising affluent and high net worth individuals. With a team of 7 employees, Left Brain Wealth Management specializes in personalized advisory services, leveraging proprietary research to serve private clients seeking growth and robust financial solutions.
Investment Strategy
Left Brain Wealth Management develops customized portfolios driven by active management and fundamental research. The firm employs proprietary research to identify investment opportunities across equities and fixed income, focusing particularly on growth-oriented stocks and income-generating securities. Their investment philosophy emphasizes rigorous analysis, risk management, and individual client objectives, resulting in tailored strategies for affluent and high net worth individuals.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.23% | $23.4M | 147,802 | $28.48 | $157.99 | +$1.7M |
M META | META PLATFORMS INC | 6.04% | $17.2M | 23,237 | $242.85 | $738.09 | +$4.0M |
N NFLX | NETFLIX INC | 5.46% | $15.5M | 11,561 | $428.68 | $1339.13 | +$4.8M |
P PLTR | PALANTIR TECHNOLOGIES INC | 4.54% | $12.9M | 94,423 | $42.41 | $136.32 | +$2.0M |
A AXON | AXON ENTERPRISE INC | 4.03% | $11.4M | 13,797 | $250.84 | $827.94 | +$4.2M |