Fee information for Laurel Oak Wealth Management, LLC is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336824), Laurel Oak Wealth Management, LLC is subject to fiduciary duty under federal law.
Laurel Oak Wealth Management, LLC is headquartered in MARLTON, NJ.
Laurel Oak Wealth Management, LLC serves 2,477 high-net-worth clients according to their SEC filing dated September 8, 2026. View client details ↓
According to their SEC Form ADV, Laurel Oak Wealth Management, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Laurel Oak Wealth Management, LLC manages $1.4 billion in client assets according to their SEC filing dated September 8, 2026.
According to their SEC Form ADV, Laurel Oak Wealth Management, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓