LP Profile

Laurel Wealth Planning

Also known as laurel wealth planning

Wealth ManagerEdina, United StatesFounded 1998
Edina
Headquarters
Investment Focus

About Laurel Wealth Planning

Laurel Wealth Planning is a wealth manager based in Edina, US. Founded in 1998.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Laurel Wealth Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$453.6M
Total Clients
1,008
Filing Date
May 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Laurel Wealth Planning?

Laurel Wealth Planning is a wealth manager based in Edina, United States.

Where is Laurel Wealth Planning headquartered?

Laurel Wealth Planning is headquartered in Edina, United States.

When was Laurel Wealth Planning founded?

Laurel Wealth Planning was founded in 1998.

How can I contact Laurel Wealth Planning?

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