What departments does L&M Wealth Management have?

L&M Wealth Management has employees across 6 departments including Entrepreneurship, Program & Project Management, Administrative, Banking, Consultant.

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

The largest department at L&M Wealth Management is Entrepreneurship with 2 employees.

Where are L&M Wealth Management employees located globally?

L&M Wealth Management has employees across 4 continents and 4 countries including 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.

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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.

L&M Wealth Management Global Highlights

North America
55

United States Of America
55

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Oceania
2

Australia
2

Asia
1

Philippines
1

L&M Wealth Management's Leadership

L. B.
President
Mobile Phone
Email
G. W.
Owner
Mobile Phone
Email
L. B.
Owner
Mobile Phone
Email
M. B.
Executive Vice President
Mobile Phone
Email
A. B.
Project Manager
Mobile Phone
Email
A. K.
Manager
Mobile Phone
Email
L. I.
Service Manager
Mobile Phone
Email
N. Y.
Intern
Mobile Phone
Email

L&M Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Legal
Accounting
Other

Contact profiles from L&M Wealth Management

Name

Title

Contact

Location

Last Update

J. R.
Housing Compliance Consultant
Mobile Phone
Email
Oct 24, 2024
L. P.
Compliance Specialist
Mobile Phone
Email
Oct 23, 2024
M. S.
Advertising Executive
Mobile Phone
Email
Oct 18, 2024
S. C.
Financial Adviser
Mobile Phone
Email
AustraliaQueensland
Apr 25, 2025
C. F. C.
Management Information System - Crm Team Lead Programmer / Programmer
Mobile Phone
Email
PhilippinesCentral Visayas
Feb 24, 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; 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 July 2026. These team members are located across 4 continents, including North AmericaEuropeOceania.

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

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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L&M Wealth Management Employee Directory

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