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L&S PRIVATE WEALTH, LLC
CRD 339946 · SEC 801-135134
3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK, 73112, United States
Phone
405-614-3106
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.5M
Discretionary AUM
$108.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $24.7M |
| High net worth individuals | 27 | $50.7M |
| Corporations/business entities | 1 | $33.1M |
States served
OK, TX
Official SEC filing: View on IAPD