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L & M Wealth Management And Retirement Solutions, LLC (Oklahoma City)


L & M Wealth Management And Retirement Solutions, LLC is an adviser based in Oklahoma City. It manages $34 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Oklahoma and Texas.

L & M Wealth Management And Retirement Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

L & M Wealth Management And Retirement Solutions: assets under management

The assets under management (AUM) of L & M Wealth Management And Retirement Solutions, LLC is $34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay L & M Wealth Management And Retirement Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oklahoma City

The principal office where L & M Wealth Management And Retirement Solutions, LLC performs its advisory services is located at 2601 Nw Expressway, Oklahoma City, OK 73112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-286-2654 or by fax 405-286-2658. The normal business hours are by appointment only on Other.


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