SourcingSourcing

L&S PRIVATE WEALTH, LLC

C38
CRD 339946·SEC 801-135134·OKLAHOMA CITY, OK
AUM
$108.5M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$326K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
L&S PRIVATE WEALTH, LLC
CRD
339946
SEC file #
801-135134
EIN
—
DBA names
—

Economics

AUM
$108.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other74
Individuals High Net Worth27
Corporations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NOSIDAM LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
NOSIDAM LLC
Chaney, Madison, Leigh
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1373
Soi Zip Pct 200k Plus
0.0382
Soi Zip Returns 200k Plus
540
Soi Zip Total AGI
908,536
Fdic Zip Total Deposits
37,732,680,000
Fdic Zip Branch Count
405
Fdic Zip Top Banks
International Bank of Commerce
InterBank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank One, Oklahoma CityOklahoma City, OK
Bank IV Oklahoma, National AssociationOklahoma City, OK
Fdic Zip HHI
710.17
Fdic Zip Top Bank Share Pct
13.82
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI59,013
Returns4,480
Stub 2
AGI154,135
Returns4,200
Stub 3
AGI143,688
Returns2,340
Soi Zip Total Business Income
33,411
Soi Zip Total Cap Gains
40,821
Soi Zip Total Dividends
19,113
Soi Zip Total Returns
14,130
Trust Company Affiliate
No

People (3)

3
Chaney, Madison, Leigh
IAR · Executive Officer · 2.5%
6621786
ANTHONY PAUL HERNANDEZ
IAR
2258923
David Alan Ortiz
IAR
7262721