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
15

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 and SEC-registered in 2025. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management across individual, small-business and institutional relationships. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. In addition to advisory work, the firm operates in broker-dealer channels and as an insurance broker. The firm is not an active ESG investor and is structured under domestic ownership.

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 14
  • John Norman

    John Norman

    Financial AdvisorCRD 7422695

  • Justin Yakubowski

    Justin Yakubowski

    Financial AdvisorCRD 8229249

  • Caroline Burke

    Caroline Burke

    Financial AdvisorCRD 6439653

Unlock 11 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 232

Active vs passive

$379M in ETFs

Passive

79%

$298M

Active

11%

$81M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$20M144,7385.29%
Unlock additional holdings →

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

Similar firms

Pine Valley Investments

RIA

Marlton, NJ

AUM $2.7BTEAM 37REPS 33

Cora Capital Advisors

RIA

Marlton, NJ

AUM $723MTEAM 13REPS 8

Friedenthal Financial, LLC

RIA

Marlton, NJ

AUM $196MTEAM 4REPS 4

Cooney Financial Advisors Inc

RIA

Marlton, NJ

AUM $44.2MTEAM 2REPS 2

De Cesare Retirement Specialists

RIA

Marlton, NJ

AUM $38.1MTEAM 1REPS 1

Sound Wealth LLC

RIA

Marlton, NJ

AUM $28.5MTEAM 3REPS 1
More RIAs in Marlton →All New Jersey RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth