L&S Private Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
L&S Private Wealth reports 102 clients. They include 74 individual clients, 27 high-net-worth individuals and 1 corporate or other business client. Of its assets, 100.0% ($109M across 158 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 23% |
| High-net-worth individuals | 26% | 47% |
| Corporations and other businesses | <1% | 30% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 74 | $24.7M | 22.8% | $334K |
| High-net-worth individuals | 27 | $50.7M | 46.8% | $1.88M |
| Corporations and other businesses | Fewer than 5 | $33.1M | 30.5% | $33.1M |
| Total | 102 | $109M | 100% | — |
- Clients
- 74
- Regulatory AUM
- $24.7M
- AUM share
- 22.8%
- Avg. per client
- $334K
- Clients
- 27
- Regulatory AUM
- $50.7M
- AUM share
- 46.8%
- Avg. per client
- $1.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $33.1M
- AUM share
- 30.5%
- Avg. per client
- $33.1M
Total
- Clients
- 102
- Regulatory AUM
- $109M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
L&S Private Wealth charges up to 1.60% a year for its Investment Management & Sub-Adviser Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Advanced Planning
- Advanced planning engagements of 3 to 12 months are a fixed fee of up to $75,000, billed monthly in advance.
- Core Financial Planning and Consulting
- Limited planning engagements are a fixed fee of up to $7,500; ongoing planning is a fixed fee of up to $24,000 a year, billed monthly in advance.
- Fractional Family Office Services
- Standard services are $2,500 to $10,000 per month and Premium services are $5,500 to $20,000 per month, billed monthly in advance.
- Retirement Plan Consulting
- Retirement plan consulting is a fixed project-based fee, individually negotiated for each plan sponsor.
Nosidam LLC owns 75% or more of L&S Private Wealth and is in turn owned by Madison Chaney (75% or more). The leadership team of L&S Private Wealth includes President Madison Chaney. It has 1 employee.
Leadership
- Madison ChaneyPresident and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of L&S Private Wealth, LLC
Nosidam LLC
Control person · since January 2026
- Owns 75% or more of Nosidam LLC
Madison Chaney
Control person · since January 2026
Besides its headquarters, L&S Private Wealth has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 3030 NW Expressway, Suite 700, Oklahoma CityHQ
Contact and registration details
- Legal name
- L&S Private Wealth, LLC
- Headquarters
- 3030 NW Expressway, Suite 700, Oklahoma City, OK 73112
- Website
- Not reported
- Phone
- 405-614-3106
- SEC file
- 801-135134
- Structure
- Oklahoma LLC
- Fiscal year end
- December
L&S Private Wealth uses Charles Schwab ($109M) as custodian for its separately managed accounts. L&S Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $109M100%
At year end, L&S Private Wealth’s separately managed accounts were mostly in stocks (58%) and funds (33%).
What the accounts hold
- Stocks58%
- Exchange-traded equities57%
- Non-exchange-traded equities1%
- Funds33%
- Cash8%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does L&S Private Wealth have?
L&S Private Wealth has 102 clients and manages $109 million for them, as of April 2026. They include 74 individual clients, 27 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 April 2026
What services does L&S Private Wealth offer?
L&S Private Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does L&S Private Wealth charge?
L&S Private Wealth charges up to 1.60% a year for its Investment Management & Sub-Adviser Fees. The fee is billed in advance or in arrears and is negotiable.
Which custodians does L&S Private Wealth use?
L&S Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $109M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026
How many financial advisors does L&S Private Wealth have?
L&S Private Wealth has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does L&S Private Wealth invest in?
At the end of its last fiscal year, L&S Private Wealth’s separately managed accounts held 57% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns L&S Private Wealth?
L&S Private Wealth is owned through a holding company by Madison Chaney. Its direct owner is Nosidam LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 April 2026
How does L&S Private Wealth get paid?
L&S Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact L&S Private Wealth?
L&S Private Wealth’s main office is at 3030 NW Expressway, Suite 700, Oklahoma City, OK 73112. Its phone number is 405-614-3106.