LAUREL OAK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,399,270,429
Discretionary
$1,399,270,429
Non-discretionary
$0
Firm details
- CRD number
- 336824
- SEC file number
- 801-133907
- Main office
- MARLTON, NJ, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.