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 a privately held advisory firm organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm is owned by an individual principal and charges clients on a percentage-of-AUM basis. It holds state-level registrations in Kansas, Louisiana, Oklahoma and Texas. The firm reports it does not position itself as an ESG investor and does not list pension consulting or related-adviser activities among its services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth 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
- 205 Nw 63rd St
- Time zone
- CT (UTC-6)
- Office locations
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