L & M Wealth Management and Retirement Solutions, LLC

Overview

L & M Wealth Management and Retirement Solutions, LLC is an individual‑owned limited liability company that provides portfolio management services to individual clients and small businesses. The firm charges fees as a percentage of assets under management and operates under a straightforward advisory model rather than as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not described as a multi‑state or related adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices