Laurel Oak Wealth Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$300K
Accounts
4,662
Employees
22
Advisory reps
16

Firm details

Headquarters
Marlton, New Jersey
CRD number
336824
Registered since
July 18, 2025
Website
www.laureloakwealth.com
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.67%
  • Individuals18.06%
  • Corporations / Businesses5.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Laurel Oak Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions, plus pension consulting. Its fee schedule includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Laurel Oak also operates as a registered representative of a broker-dealer and is licensed as an insurance broker, indicating a hybrid distribution of advisory and transactional/insurance services. The firm does not present itself as an ESG-focused manager and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 19%, Private Funds 9%, Other 4%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities19%
  • Private Funds9%
  • Other4%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Stacy Sizemore

    Stacy Sizemore

    Chief Compliance OfficerCRD 4052029

Contacts

3 of 15
  • Keith Radimer

    Keith Radimer

    Financial AdvisorCRD 4233910

  • Greg Rosen

    Greg Rosen

    Registered RepresentativeCRD 5421876

  • Caroline Burke

    Caroline Burke

    Financial AdvisorCRD 6439653

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 238

Active vs passive

$439M in ETFs

Passive

76%

$333M

Active

14%

$106M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$28.1M179,2086.40%
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Location

Primary office

Marlton, NJ

Burlington

Location

Marlton, NJ

Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Burlington
Address
525 Nj73
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth