# 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.

- CRD: 336824
- Filed as: LAUREL OAK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marlton, NJ
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336824
- AdvisorCensus page: https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824

## Quick answers

**How 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).

**How much does Laurel Oak Wealth Management, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,399,270,429
- Discretionary: $1,399,270,429
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,163 | $252,642,199 |
| High net worth individuals | 2,477 | $1,072,762,762 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 22 | $73,865,468 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 22 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, DE, FL, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Newark, DE
- Princeton, NJ

### Websites listed on Form ADV (Item 1.I)
- laureloakwealth.com
- LinkedIn @LAURELOAKWMG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 24 | July 23, 2025 |
| October 2026 | $1,399,270,429 | 22 | September 8, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laurel Oak Wealth Management, LLC (CRD 336824): Form ADV filing data as of October 2026.