L&S Private Wealth, LLC

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Client assets under management

$75,416,513

Clients

101

27% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$746,698

About

L&S Private Wealth provides investment management, financial planning, advanced planning, retirement plan consulting, and fractional family office services for individuals, trusts, estates, corporations and employee benefit plans. The firm reports discretionary management of client assets and offers both project-based and ongoing planning engagements alongside implementation services and coordination with outside professionals.

Investment decisions are guided by a disciplined, long-term, asset-allocation framework derived from Modern Portfolio Theory, with tactical rebalancing and a mix of fundamental, cyclical, technical and behavioral analysis. Portfolios are constructed using mutual funds, ETFs, structured notes, alternatives and third‑party sub‑advisers and are typically managed on a discretionary basis using model strategies; the firm also describes a client‑coach role to help temper behavioral reactions to market moves.

What distinguishes L&S from many peers is its explicit offering of fractional family office services — including a premium tier with private equity administration, cybersecurity and personal security assessments, family governance facilitation, and complex estate and tax coordination — subject to a $25 million net‑worth threshold. The firm is also newly formed yet manages a meaningful asset base, operates alongside an affiliated insurance agency, and uses sub‑adviser/platform arrangements and custodian programs that provide third‑party services to the firm, all of which are notable for a small advisory team.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business sale tax planning Business ownership considerations Equity compensation tax strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

Fee options

Fixed

Fixed fees as described: up to $7,500 limited engagements; up to $24,000 annually ongoing; up to $75,000 advanced planning

Commissions

Advisory professionals may receive commissions for sale of insurance products; investment management fees do not include commissions

Other

Account minimum: $25,000 Minimum fee: Fixed fees for financial planning: up to $7,500 for limited engagements; up to $24,000 annually for ongoing planning; Advanced planning fees up to $75,000

Main office location

L&S Private Wealth, LLC

3030 Nw Expressway, Suite 700

Oklahoma City OK 73112, United States

Number of offices

Most active in

Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

405-614-3106

Advisors at this firm

David O

CFP®, Series 66

Oklahoma City, OK

L&S Private Wealth, LLC

David Ortiz is a CFP® and holds a Series 66 license with four years of industry experience. He is currently the sole advisor at L&S Private Wealth, LLC in Oklahoma City, where he has worked since 2026. Prior to this, he held roles at Overflow Wealth Advisory LLC, Osaic, and Arvest Wealth Management. Outside of his advisory work, Ortiz serves as Vice President of Consulting at Legacy & Succession in Oklahoma City, focusing on business consulting unrelated to investment management. L&S Private Wealth provides investment management, financial planning, consulting, and retirement plan services to high-net-worth individuals, trusts, estates, corporations, and employee benefit plans, including fractional family office offerings. The firm employs diversified portfolios grounded in a derivative of Modern Portfolio Theory and utilizes a combination of fundamental, cyclical, technical, and behavioral analysis, often incorporating unaffiliated sub-advisers to implement strategies.

Business sale tax planning Business ownership considerations Equity compensation tax strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Established Professionals

Madison C

Series 63, Series 65

Oklahoma City, OK

L&S Private Wealth, LLC

Madison Chaney is a financial advisor at L&S Private Wealth, LLC with four years of industry experience. Prior to joining L&S Private Wealth, Chaney worked at Hornor Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Outside of advising, Chaney is involved in several business activities including serving as president of Legacy & Succession, consulting with business owners, owning a beef cattle production company, and managing an insurance agency. L&S Private Wealth provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, corporations, and employee benefit plans. The firm offers tiered family office services and constructs portfolios using diversified allocations across multiple asset types, employing a combination of fundamental, cyclical, technical, and behavioral analysis.

Anthony H

Series 63, Series 65

Oklahoma City, OK

L&S Private Wealth, LLC

Anthony Hernandez is a financial advisor with L&S Private Wealth, LLC in Oklahoma City, holding Series 63 and Series 65 designations and having 33 years of industry experience. Prior to joining L&S Private Wealth, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 14 years each. He is also licensed as a life insurance consultant through Legacy & Succession in Oklahoma City. L&S Private Wealth provides investment management, financial planning, consulting, and retirement plan services to high-net-worth individuals, trusts, estates, corporations, and employee benefit plans, including a tiered family office offering. The firm employs diversified portfolios based on a derivative of Modern Portfolio Theory, using model portfolios and various analytical approaches, and routinely selects unaffiliated sub-advisers to implement strategies.

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