L&S Private Wealth, LLC

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

L&S Private Wealth provides investment management, financial planning, consulting, and retirement plan consulting to a range of clients including high-net-worth individuals, trusts, estates, corporations, and employee benefit plans, and also offers fractional family office services. The firm’s family office offering is tiered (standard and premium) and the premium option requires a minimum client net worth of $25 million.

The firm constructs portfolios using diversified allocations to mutual funds, ETFs, structured notes, annuities, alternative investments and, where appropriate, third‑party managers, grounded in a derivative of Modern Portfolio Theory and a long‑term strategic posture with tactical rebalancing. L&S uses model portfolios and a combination of fundamental, cyclical, technical and behavioral analysis, and may manage accounts on a discretionary or non‑discretionary basis while periodically reviewing client circumstances.

A distinguishing feature is L&S’s routine selection and retention of unaffiliated sub‑advisers and platform model managers to implement strategies—L&S maintains sub‑advisory agreements, monitors sub‑adviser performance, and notes that sub‑adviser fees are in addition to its own advisory fees. The firm is newly formed and discloses related business activities, including an affiliated insurance agency and ERISA fiduciary retirement‑plan consulting, which create specific conflicts the firm describes and monitors.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Equity compensation tax strategy Tax strategies for small businesses Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Commissions

Advisory professionals may receive commission-based compensation for sale of insurance products

Other

Account minimum: $25,000 Fee-only: Core financial planning limited engagements up to $7,500 fixed fee; ongoing financial planning up to $24,000 annually fixed fee; advanced planning up to $75,000 fixed fee; retirement plan consulting individually negotiated fixed project-based fees; fractional family office standard services $2,500 to $10,000 per month; premium services $5,500 to $20,000 per month

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.

Equity compensation tax strategy Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive

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.

Equity compensation tax strategy Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive

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.

Equity compensation tax strategy Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive

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