# L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC

L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 151669
- Type: SEC-registered investment adviser
- SEC file number: 801-70792
- Location: 2601 NW EXPRESSWAY, OKLAHOMA CITY, OK, 73112
- Phone: 405-286-2654
- Latest filing: 2026-04-16
- Regulatory AUM: $67.2M
- Discretionary AUM: $67.2M
- Clients: 2
- Accounts: 285

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| LYONS CAROL ELAINE | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MELTON JAYCEE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151669/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151669/similar
- Related entities: https://search.stillhousedata.com/firm/151669/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151669

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.