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 (CRD 151669). Regulatory assets under management: $67.2M.
Registration
- CRD: 151669
- SEC file number: 801-70792
- Type: Registered investment adviser
- 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 | — |
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