What departments does L&M Wealth Management have?

L&M Wealth Management has employees across 7 departments including Operations, Information Technology, Program & Project Management, Finance, Sales.

What is the largest department at L&M Wealth Management?

The largest department at L&M Wealth Management is Finance with 13 employees.

Where are L&M Wealth Management employees located globally?

L&M Wealth Management has employees across 4 continents and 5 countries including Indonesia, Philippines, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has L&M Wealth Management's team size changed over time?

L&M Wealth Management's team has decreased from approximately 40 to 37 employees based on available data.

L&M Wealth Management Employee Directory

Q: Who are L&M Wealth Management's key employees and leadership?

L&M Wealth Management's key employees include: President Ceo: H. T., Chief Compliance Officer: C. W., Vp Business Operations: R. K., VP Business Operations: P. C., President: J. L..

Financial ServicesNew York, United States11-50 Employees

L&M Wealth Management is a financial services firm providing financial planning and investment advice. Founded in 1972, it emphasizes an ethical culture and prioritizes clients' interests in its service. Headquartered in Buffalo, New York, the firm operates offices in Amherst, Rochester, and Binghamton and positions itself as a long-standing partner for its clients' financial needs. Its client base spans thousands of individuals nationwide. The organization maintains a relatively small to mid-sized staff, with many employees who have remained with the firm for decades.

L&M Wealth Management Global Highlights

North America
61

United States Of America
61

Asia
3

Philippines
2
Indonesia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Oceania
2

Australia
2

L&M Wealth Management's Leadership

C. W.
Chief Compliance Officer
Mobile Phone
Email
R. K.
Vp Business Operations
Mobile Phone
Email
P. C.
VP Business Operations
Mobile Phone
Email
H. T.
President Ceo
Mobile Phone
Email
J. L.
President
Mobile Phone
Email
L. B.
President
Mobile Phone
Email
K. P. S.
Managing Partner
Mobile Phone
Email
G. W.
Owner
Mobile Phone
Email

L&M Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Legal
Accounting
Other

Contact profiles from L&M Wealth Management

Name

Title

Contact Info

Location

Last Update

J. L.
President
Mobile Phone
Email
United StatesMassachusetts
Feb 16, 2026
K. P. S.
Managing Partner
Mobile Phone
Email
United StatesNew Jersey
Jun 29, 2026
G. W.
Owner
Mobile Phone
Email
Oct 18, 2024
H. T.
President Ceo
Mobile Phone
Email
United StatesGeorgia
Apr 26, 2025
L. B.
Owner
Mobile Phone
Email
Oct 17, 2024
L. B.
President
Mobile Phone
Email
Oct 23, 2024
C. W.
Chief Compliance Officer
Mobile Phone
Email
United StatesIowa
Apr 13, 2026
M. B.
Executive Vice President
Mobile Phone
Email
Jun 08, 2026
R. K.
Vp Business Operations
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
P. C.
VP Business Operations
Mobile Phone
Email
United StatesNew York
Oct 21, 2024

Frequently Asked Questions

What is L&M Wealth Management known for?

L&M Wealth Management was founded in 1972 operates in the Financial Services industry. The company's main headquarters is located in 3820 Sheridan Drive Buffalo, New York 14226 United States; you can contact the main corporate office by phone at

+1-716-839-****

. Explore L&M Wealth Management's company overview page for more information.

What is L&M Wealth Management's most common email format?

L&M Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more L&M Wealth Management email formats with LeadIQ.

How many employees does L&M Wealth Management have currently?

L&M Wealth Management has approximately 45 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are L&M Wealth Management's key employees and leadership?

As of February 2026, L&M Wealth Management's key employees include:

Chief Compliance Officer: C. W.
Vp Business Operations: R. K.
VP Business Operations: P. C.
President Ceo: H. T.
President: J. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

L&M Wealth Management Employee Directory

Find L&M Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead