Laurel Oak Wealth Management, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$300K

Accounts

4,662

Employees

Advisory reps

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 registered with the SEC in 2025. It serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across retail and institutional mandates. Advisory services listed include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and financial planning. The firm's fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. In addition to advisory work, Laurel Oak operates as a registered representative of a broker-dealer and as an insurance broker. It is not flagged as an active ESG investor.