LAUREL WEALTH PLANNING LLC
Doing business as LAUREL WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$453,642,492
Discretionary
$447,677,197
Non-discretionary
$5,965,295
Firm details
- CRD number
- 122035
- SEC file number
- 801-79116
- Main office
- EDINA, MN, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.