SEC Form ADV · CIK 1842010

LAUREL WEALTH PLANNING

Firm profile: Laurel Wealth Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN

$453.6M

Assets Under Management

1,008

Total Clients

Employees

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Registration Details

CIK: 1842010
Accession: CRD-122035
Location: EDINA, MN
Filing Date: May 26, 2026
AUM: $453.6M
Total Clients: 1,008
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

LAUREL WEALTH PLANNING is a registered investment adviser headquartered in EDINA, MN, managing approximately $453.6M in assets across 1,008 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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