L & M Wealth Management And Retirement Solutions, LLC
L & M Wealth Management And Retirement Solutions, LLC is an SEC-registered wealth manager with $34.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns L & M Wealth Management And Retirement Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151669, data through 2011-02-11.
- AUM (assets under management / regulatory AUM)
- $34.0M (2011-02-11)
- Firm type
- Wealth Manager
- Employees
- 16
- CRD
- 151669
- Ownership
- MELTON, JAYCEE; LYONS, CAROL, ELAINE
How much AUM does L & M Wealth Management And Retirement Solutions, LLC have?
L & M Wealth Management And Retirement Solutions, LLC reported $34.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2011-02-11).
Who owns L & M Wealth Management And Retirement Solutions, LLC?
Disclosed owners and executives of L & M Wealth Management And Retirement Solutions, LLC include MELTON, JAYCEE, LYONS, CAROL, ELAINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.