RIGHT BRAIN MONEY

RIGHT BRAIN MONEY of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 156420). Regulatory assets under management: $58.1M.

Registration

• CRD: 156420
• Type: Registered investment adviser
• Location: 3480 S HIGUERA, SAN LUIS OBISPO, CA, 93401
• Phone: 805-668-2020
• Latest filing: 2026-03-21
• Regulatory AUM: $58.1M
• Discretionary AUM: $58.1M
• Clients: 4
• Accounts: 352

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156420 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search