LAUREL OAK WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MARLTON, New Jersey
- CRD number
- 336824
- Registered since
- July 18, 2025
- Website
- www.laureloakwealth.com
- 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
FINTRXOverview
Laurel Oak Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. It operates as a registered representative of a broker-dealer and as an insurance broker, combining advisory work with brokerage and insurance distribution. Fee arrangements include asset-based fees plus hourly and fixed-fee engagements. The firm is not structured as a capital allocator that sponsors proprietary funds, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STACY SIZEMORE
Chief Compliance OfficerCRD 4052029
Contacts
3 of 14JOHN NORMAN
Financial AdvisorCRD 7422695
JUSTIN YAKUBOWSKI
Financial AdvisorCRD 8229249
CAROLINE BURKE
Financial AdvisorCRD 6439653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 232Active vs passive
$379M in ETFs
79%
$298M
11%
$81M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $20M | 144,738 | 5.29% |
Location
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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