Left Brain Wealth Management, Llc
- Regulatory AUM
- $340M
- Discretionary
- $340M
- Clients
- 207
- Avg AUM / client
- $1.6M
- Accounts
- 712
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $38.2M | 11.2% |
| High net worth individuals | 94 | $282M | 82.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $19.9M | 5.85% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $31.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Left Brain Capital Appreciation Master Fund Ltd master | Hedge Fund | Cayman Islands | $15.7M | 39 |
| Left Brain Capital Appreciation Fund, L.P. | Hedge Fund | Delaware | $11.3M | 25 |
| Left Brain Capital Appreciation Offshore Ltd feeder | Hedge Fund | Cayman Islands | $4.4M | 15 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gery Joseph Sadzewicz | Chief Compliance Officer | May 2014 (12y) | Less than 5% | |
| Noland D Langford | Managing Member | CFP | May 2014 (12y) | 75% or more |
| Marina S Solomon | Registered representative | Mar 2016 (10y) | ||
| Freddy Garcia | Registered representative | CFP | Aug 2016 (10y) | |
| Brian Christopher Dress | Registered representative | Feb 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $31.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Left Brain Capital Appreciation Master Fund Ltd | Hedge Fund | $15.7M | $100K | 39 |
| Left Brain Capital Appreciation Fund, L.P. | Hedge Fund | $11.3M | $250K | 25 |
| Left Brain Capital Appreciation Offshore Ltd | Hedge Fund | $4.4M | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.51 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $313M (92% of AUM) Mar 2026
- Interactive Brokers $7.5M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗