L
$108.5M Total AUM
$108.5M Disc. AUM
-- 3Y CAGR
1 Employees
102 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- LegacySignal
- Established Date
- 01-14-2026
- Office Locations
- 1
Office Locations
3030 NW Expressway Suite 700 Oklahoma City OK
About L&s Private Wealth, LLC
L&s Private Wealth, LLC is a Oklahoma City-based RIA. The firm has been operating for 0 years. Managing $108.5M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$108.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Beacon Frontier frontier Vital Timber Vector Zenith bridge Alpha horizon
Client Personas
Radial Value insight
Custodian
Glacier meridian Beacon pioneer Ridge peak
Investment Themes
Meridian Frontier Prime Wave
Investment Vehicles
Catalyst radial
Services
Vector oak Pathway Value Prime vertex Momentum Horizon Ember Delta Radial north Optima Harbor
Technology
Vector ember Summit
Owner & Executives
Madison Leigh Chaney
Chief Compliance Officer, President
- CRD
- #6621786
- Ownership
- Less than 5%
(380) 928-4404
wave.delta@wavecapital.com
in linkedin.com/in/quantum-ember
Showing 1 of 1 owners & executives
Unlock allContacts
ANTHONY PAUL HERNANDEZ
--
- CRD
- #2258923
(961) 703-6697
glacier.radial@timbercapital.com
in linkedin.com/in/optima-foundation
D
David Alan Ortiz
--
- CRD
- #7262721
(935) 987-1876
crest.capital@insightcapital.com
in linkedin.com/in/capital-delta
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,501,056 | $686,716 |
| Non-Discretionary | $0 | -- |
| Total | $108,501,056 | $686,716 |
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Separately Managed Accounts
Total SMA Asset: $108,501,056
Equity - Exchange:
26.9% Public Funds:
26.8% Cash:
11.4% Equity - OTC:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,199,783,307 | 26.9% |
| Public Funds | $1,195,323,146 | 26.8% |
| Cash | $508,458,353 | 11.4% |
| Equity - OTC | $1,556,596,185 | 34.9% |
| Total | $4,460,160,991 | 100.0% |