L&M Wealth Management

Financial Services • Amherst, New York, United States • 21-50 Employees

Company overview

Headquarters	3820 Sheridan Drive, Amherst, NY 14226, US
Website	lmwm.net
NAICS	52
Keywords	Equities, Disability Insurance, Life Insurance, Mutual Funds, 401(K), Financial & Estate Planning, Long-Term Care Planning, Individual Retirement Accounts (Ira), 403(B) Tax Sheltered Annuities, 457(A) Deferred Compensation, Employee Group Insurance & Benefits, Funding For Education, Pre- & Post-Retirement Counseling, Tax-Favored Investments
Founded	1972
Employees	21-50

Key Contacts at L&M Wealth Management

Katlynn Cole

Director Of Tax Services

Jennifer Klein

Director Of People & Culture

Jacob Cosmas

Director Of It & Cybersecurity

L&M Wealth Management Email Formats

L&M Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@lmfs.net), used 80% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@lmfs.net	80%
{first initial}	j@lmfs.net	10%
{first name}{last name}	johndoe@lmfs.net	10%

About L&M Wealth Management

L&M specializes in financial planning and investment advice. L&M is a “do-the-right-thing” kind of place, and we always put our clients first. Since our founding in 1972, we have stayed true to our vision: delivering the highest quality advice and service so we will be the last financial advisors our clients will ever need. From our offices in Amherst, Rochester, and Binghamton, we serve thousands of clients nationwide and oversee $3 billion on our clients’ behalf. We’re proud to count thousands of clients and dozens of employees who have been with L&M for decades. Please contact us at 716-839-1234 or visit us online at www.lmfs.net for more information. ------------------- The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For full disclosures please see our website at www.lmwm.net.

L&M Wealth Management revenue & valuation

Annual revenue	$3,849,975
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,400,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Senior

Employees by Department

L&M Wealth Management has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

L&M Wealth Management has never raised funding before.

L&M Wealth Management Tech Stack

Discover the technologies and tools that power L&M Wealth Management's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery Mobile

Mobile frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Frequently asked questions

L&M Wealth Management is located in Amherst, New York, US.

L&M Wealth Management was founded in 1972, making it 54 years old. The company has established itself as a significant player in its industry over this time.

L&M Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.