L&S Private Wealth, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 339946
- Registered since
- January 14, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI46.76%
- Corporations / Businesses30.49%
- Individuals22.75%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
L&S Private Wealth, LLC is an independent registered investment adviser structured as an LLC that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its compensation mix includes percentage-of-AUM fees and fixed fees. The adviser is not an active ESG investor and is not registered as a multi-state adviser; its SEC registration year is listed as 2026. Ownership is described as a combination of a domestic entity and an individual.
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 Equities57%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
Anthony Hernandez
Investment Advisory RepresentativeCRD 2258923
David Ortiz
Investment Adviser RepresentativeCRD 7262721
Madison Chaney
PresidentCRD 6621786
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
- 3030 Nw Expressway
- Time zone
- CT (UTC-6)
- Office locations
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