L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 151669
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.36%
- Individuals39.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
L & M Wealth Management And Retirement Solutions, LLC is an individually owned LLC that provides fee-based wealth management primarily to individuals and families. The firm charges a percentage-of-AUM advisory fee and focuses on portfolio management for individuals and small businesses. It is not positioned as a pension consultant, related adviser, multi-state adviser, or an active ESG investor according to the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1CAROL LYONS
Chief Compliance Officer & Managing MemberCRD 1565227
Contacts
1 of 1KRISTAN BRUHN
Investment Advisor RepresentativeCRD 5308787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 2601 NW Expressway
- Time zone
- CT (UTC-6)
- Office locations
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