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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 04-21-2014
- Office Locations
- 1
Office Locations
About Left Brain Wealth Management, LLC
Left Brain Wealth Management is a Naperville, IL-based RIA (founded 2014) serving rising affluent and high net worth families. The team builds customized financial plans and portfolios with active portfolio management plus tax and retirement planning, helping clients navigate changing market conditions. Investment research is supported by an analyst team and its Jarvis securities evaluation application, with portfolios largely implemented via ETFs alongside fixed income.
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Owner & Executives
NOLAND D LANGFORD
Chief Executive Officer, Founder, Manager
- CRD
- #4041451
- Ownership
- Less than 5%
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN CHRISTOPHER DRESS
Director
- CRD
- #7310403
Freddy Garcia
Certified Financial Planner
- CRD
- #3227457
Legacy focus
Prime timber
- CRD
- #95424
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,426,936 | $478,128 |
| Non-Discretionary | $0 | -- |
| Total | $340,426,936 | $478,128 |
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Separately Managed Accounts
Total SMA Asset: $320,514,055
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $530,503,844 | 15.2% |
| Other | $1,106,379,728 | 31.7% |
| Public Funds | $1,305,318,670 | 37.4% |
| Cash | $547,954,629 | 15.7% |
| Total | $3,490,156,871 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS MOMENTUM | VERTEX ZENITH | NDLKIKML4 | HRBBF | 10.60% | $84,401,436 |
| WAVE ZENITH | FRONTIER INSIGHT | 9B594WT3H | JGPVO | 8.61% | $23,259,255 |
| FOCUS MERIDIAN | LEGACY HARBOR | KSVJP7KEY | NGUJH | 9.91% | $115,718,470 |
| ALPHA RADIAL | OAK RIDGE | B981J6Y4L | PXFY | 7.86% | $99,707,908 |
| UNISON UNISON DELTA | SUMMIT HORIZON | Q9JOHHVGJ | XTFZ | 3.35% | $79,915,578 |
| SIGNAL NORTH | CAPITAL ALPHA | GFNCEUHR8 | IFX | 12.05% | $25,228,716 |
| PATHWAY FOCUS | RADIAL LEGACY | BIGFQ9S32 | YJFWV | 7.94% | $91,560,637 |
| MERIDIAN OAK MERIDIAN | LEGACY PEAK | BZO7VAH0Z | YTMDY | 10.27% | $43,410,730 |