Overview
Assets Under Management: $1.3 billion
Headquarters: MARLTON, NJ
High-Net-Worth Clients: 2,405
Average Client Assets: $425,059
Frequently Asked Questions
LAUREL OAK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their 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 2,405 high-net-worth clients according to their SEC filing dated November 14, 2025. 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 $1.3 billion in client assets according to their SEC filing dated November 14, 2025.
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 ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2,405
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.50
Average High-Net-Worth Client Assets: $425,059
Total Client Accounts: 4,525
Discretionary Accounts: 4,525
Regulatory Filings
CRD Number: 336824
Filing ID: 2027826
Last Filing Date: 2025-11-14 18:24:32
Website: 2