Laurel Oak Wealth Management, LLC

Overview

Laurel Oak Wealth Management, LLC is an independent registered investment adviser that became SEC-registered in 2025. Ownership is listed as a mix of a domestic entity and an individual. The firm serves both individuals and families as well as institutional clients, providing financial planning and discretionary portfolio management across retail and business/institutional relationships. Advisory services include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. The firm also operates as a registered representative of a broker-dealer and as an insurance broker. Fees are charged as a percentage of AUM and, in some cases, on an hourly or fixed-fee basis. Laurel Oak is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices