OKLAHOMA CITY, OKCRD 339946Latest ADV April 14, 2026
L&S Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated April 14, 2026, reports $109M in regulatory assets under management, 1 employee, and 158 accounts.
Assets Under Management
$109M
Employees
1
Offices
--
Total Clients
102
Primary office
OKLAHOMA CITY, OK
3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
74
2
HNWI
26.5%
27
3
Corporations
1.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of April 14, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts158
10Y AUM Change+$109M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee102:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.