L&S PRIVATE WEALTH, LLC

Overview

L&S Private Wealth, LLC is an independent registered investment adviser operating as a limited liability company that functions as a capital allocator for private clients and institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines a percentage‑of‑AUM charge with fixed fees, and its client mix includes individual and family relationships alongside institutional mandates. The firm does not present itself as an active ESG investor and maintains a single‑office operating model rather than a multi‑state platform.

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