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L&M Wealth Management Employee Directory

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.

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

L&M Wealth Management Global Highlights

Location
Employees

North America
55

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  • United States Of America
    55

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

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  • Philippines
    1

Oceania
1

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  • Australia
    1

L&M Wealth Management's Leadership

  • President at L&M Wealth Management
    L. B.
    President
    Mobile Phone
  • Owner at L&M Wealth Management
    G. W.
    Owner
    Mobile Phone
  • Owner at L&M Wealth Management
    L. B.
    Owner
    Mobile Phone
  • Executive Vice President at L&M Wealth Management
    M. B.
    Executive Vice President
    Mobile Phone
  • Project Manager at L&M Wealth Management
    A. B.
    Project Manager
    Mobile Phone
  • Manager at L&M Wealth Management
    A. K.
    Manager
    Mobile Phone
  • Service Manager at L&M Wealth Management
    L. I.
    Service Manager
    Mobile Phone
  • Management Information System - Crm Team Lead Programmer / Programmer at L&M Wealth Management
    C. F. C.
    Management Information System - Crm Team Lead Programmer / Programmer
    Mobile Phone

L&M Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Legal
  • Other

Contact profiles from L&M Wealth Management

Name
Title
Contact
Location
Last Update
  • Financial Advisor at L&M Wealth Management
    M. A. A.
    Financial Advisor
    Mobile Phone
    Sep 05, 2026
  • Housing Compliance Consultant at L&M Wealth Management
    J. R.
    Housing Compliance Consultant
    Mobile Phone
    Oct 24, 2024
  • Compliance Specialist at L&M Wealth Management
    L. P.
    Compliance Specialist
    Mobile Phone
    Oct 23, 2024
  • Advertising Executive at L&M Wealth Management
    M. S.
    Advertising Executive
    Mobile Phone
    Oct 18, 2024
  • Financial Adviser at L&M Wealth Management
    S. C.
    Financial Adviser
    Mobile Phone
    Australia, Queensland
    Apr 25, 2025

Frequently Asked Questions

What is L&M Wealth Management known for?

Minus sign iconPlus sign iconL&M Wealth Management was founded in 1972 and operates in the Financial Services industry. You can contact L&M Wealth Management's 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?

Minus sign iconPlus sign iconL&M Wealth Management employees' email format typically follows the pattern of FLast@lmfs.net. 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?

Minus sign iconPlus sign iconL&M Wealth Management has approximately 45 employees as of July 2026. These team members are located across 4 continents, including North America, Europe and Asia.

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

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

  • President: L. B.
  • Owner: G. W.
  • Owner: L. B.
  • Executive Vice President: M. B.
  • Project Manager: A. B.

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