AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Laurel Oak Wealth Management, LLC
Laurel Oak Wealth Management, LLC is an SEC-registered investment advisory firm in Marlton, NJ, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.
Quick answers
From the filingHow is Laurel Oak Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Laurel Oak Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Laurel Oak Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Laurel Oak Wealth Management, LLC located?
Laurel Oak Wealth Management, LLC's principal office is in Marlton, NJ, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Laurel Oak Wealth Management, LLC registered with the SEC or a state?
Laurel Oak Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336824.
How much does Laurel Oak Wealth Management, LLC manage?
Laurel Oak Wealth Management, LLC reports $1,399,270,429 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).
How have Laurel Oak Wealth Management, LLC's assets and staff changed since 2025?
In the Form ADV data for Laurel Oak Wealth Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $1,399,270,429 in the October 2026 data. Total employees: 24 in October 2025 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Laurel Oak Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (2,477); individuals (other than high net worth individuals) (2,163); corporations or other businesses not listed above (22).
Which custodians does Laurel Oak Wealth Management, LLC use?
Laurel Oak Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.
Does Laurel Oak Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336824
Does Laurel Oak Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Laurel Oak does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
What changed in Laurel Oak Wealth Management, LLC's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in AZ, OH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Our annual fee ranges up to 2.0% annually and is assessed and/or charged monthly in arrears, based on the value at the end of the billing period.
Account minimum: None
The brochure's wording
Laurel Oak does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,399,270,429 as of October 2026, filing dated September 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 22. Performing investment advisory functions: 10.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
15 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,399,270,429 | 22 | September 8, 2026 |
| October 2025 | $0 | 24 | July 23, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $1,399,270,429 in the October 2026 data.
Total employees: 24 in October 2025 and 22 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in AZ, OH.
- April 2026
- Employees performing advisory functions went from 11 to 10.
- December 2025
- Regulatory assets under management went from $0 to $1,336,284,410.
- Registered or notice-filed in CA, CO, FL, MA, NC, NY, SC, TX, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Laurel Oak Wealth Management, LLC (CRD 336824): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824