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LAUREL WEALTH PLANNING

LAUREL WEALTH PLANNING LLC

CRD 122035 · SEC 801-79116

Visit website

3300 EDINBOROUGH WAY, SUITE 790, EDINA, MN, 55435, United States

Phone

952-854-6250

Fax

952-854-6276

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$453.6M

Discretionary AUM

$447.7M

Team

8 total employees; 6 advisory reps; 8 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals48$19.2M
High net worth individuals129$434.4M

States served

CA, MN, TX

All web addresses on file

Official SEC filing: View on IAPD