L&S Private Wealth, LLC: new SEC registration, $109M AUM, Oklahoma City, OK
L&S Private Wealth, LLC (Oklahoma City, Oklahoma): new SEC registration, $109M AUM, Oklahoma City, OK. Its amount of 109 is below the median of 134 (22nd percentile). Dated 295 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 109 · 22th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 4 related OK NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | L&S Private Wealth, LLC |
| Legal name | L&S Private Wealth, LLC |
| CRD | 339946 |
| Status | Approved |
| Registered with the SEC | 2026-01-14 |
| Latest Form ADV filing | 2026-04-14 |
| Location | Oklahoma City, OK, United States |
| Regulatory AUM | $108,501,056 |
| Accounts | 158 |
| Employees | 1 |
| amount percentile | 22th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (5 OK records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OK first): Bridgecreek Financial Group · Chappelwood Financial Services · Tao Private Wealth, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: L&S Private Wealth, LLC and 5 Oklahoma peers
- Oklahoma NewRiaPulse records like this one: 5
- L&S Private Wealth, LLC's amount: 22nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oklahoma peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $109M under management.
What is the NewRiaPulse record for L&S Private Wealth, LLC in Oklahoma City, Oklahoma?
L&S Private Wealth, LLC received SEC registration as an investment adviser (2026-01-14) with $108,501,056 in regulatory assets under management, based in Oklahoma City, OK.
How does L&S Private Wealth, LLC compare to other Oklahoma NewRiaPulse records?
Its amount of 109 is below the median (22th percentile); smaller records often move faster and face less competition. It is 295 days old; check the official source for later updates before acting.
L&S Private Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| L&S Private Wealth, LLC | Oklahoma City, OK | 109 | 22nd | 2026-01-14 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
Related records
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- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Oklahoma NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.