← Back to search
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
CRD 151669 · SEC 801-70792
2601 NW EXPRESSWAY, #110W, OKLAHOMA CITY, OK, 73112, United States
Phone
405-286-2654
Fax
405-876-8967
Registration
— (—)
Source
State registered
Total AUM
$67.2M
Discretionary AUM
$67.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $26.6M |
| High net worth individuals | 20 | $40.6M |
Official SEC filing: View on IAPD