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L & M Wealth Management AND Retirement Solutions, LLC

L & M Wealth Management AND Retirement Solutions, LLC. CRD 151669

L

CRD: 151669

L & M Wealth Management AND Retirement Solutions, LLC

Oklahoma City, OK, 73112
4052862654
lmwm.net
$67.2M Total AUM
$67.2M Disc. AUM
-- 3Y CAGR
2 Employees
136 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Crest crest
Established Date
11-30-2009
Office Locations
1

Office Locations

2601 NW Expressway Suite 110w Oklahoma City OK

About L & M Wealth Management AND Retirement Solutions, LLC

Founded in 1972, L&M Wealth Management is a multi-generational financial advisory firm serving clients nationwide. The team delivers comprehensive planning—retirement accumulation/distribution, generational wealth transfers, education strategies—plus insurance solutions and tax preparation. Portfolios emphasize asset allocation using ETFs and index funds (including mutual funds). Custody includes Charles Schwab.

Team overview

42 AVG AGE
$33.6M AVG AUM / ADVISOR
$494.1K AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

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Asset Classes

Eagle vertex

Client Personas

Radial

Custodian

Vector Optima focus

Investment Themes

Meridian Optima focus Wave timber

Investment Vehicles

Oak ridge Crest

Platform

Element

Services

Glacier optima Capital delta Momentum Prime beacon Ridge Bridge crest

Technology

Vector value

Owner & Executives

C

CAROL ELAINE LYONS

Chief Compliance Officer, Investment Consultant

CRD
#1565227
Ownership
75% or more
(877) 721-6649
bridge.beacon@quantumcapital.com
in linkedin.com/in/focus-summit
K

KRISTAN RUTH BRUHN

Investment Advisor Representative

CRD
#5308787
Ownership
25% but less than 50%
(776) 623-6166
catalyst.bridge@focuscapital.com
in linkedin.com/in/alpha-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $67,203,851 --
Non-Discretionary $0 --
Total $67,203,851 --

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Separately Managed Accounts

Total SMA Asset: $67,203,851

$67.2M Total SMA
Equity - Exchange:
16.1%
Public Funds:
61.3%
Cash:
22.6%
Asset class Assets Assets %
Equity - Exchange $454,640,975 16.1%
Public Funds $1,731,024,335 61.3%
Cash $638,191,680 22.6%
Total $2,823,856,990 100.0%

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