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LAUREL OAK WEALTH MANAGEMENT, LLC
CRD 336824 · SEC 801-133907
525 NJ-73, SUITE 200, MARLTON, NJ, 08053, United States
Phone
856-519-0200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.40B
Team
22 total employees; 10 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2163 | $252.6M |
| High net worth individuals | 2477 | $1.07B |
| Corporations/business entities | 22 | $73.9M |
States served
CA, CO, DE, MD, MA, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD