LP Profile

Laurel Wealth Planning

Also known as laurel wealth planning

Wealth ManagerEdina, United StatesFounded 1998
$454M
Assets Under Management
Edina
Headquarters
Investment Focus

About Laurel Wealth Planning

Laurel Wealth Planning is a fee-only fiduciary wealth management and financial planning firm based in Edina, Minnesota, serving the Minneapolis and St. Paul area. Founded in 1998, it reports about $454 million in assets under management and states that more than 160 people currently plan their finances with it. The firm provides financial planning, investment management, tax strategies and retirement planning.

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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FAQ

Frequently asked questions

What type of investor is Laurel Wealth Planning?

Laurel Wealth Planning is a wealth manager based in Edina, United States, managing approximately $454M in assets.

Where is Laurel Wealth Planning headquartered?

Laurel Wealth Planning is headquartered in Edina, United States.

How much does Laurel Wealth Planning manage?

Laurel Wealth Planning manages approximately $454M in assets under management.

When was Laurel Wealth Planning founded?

Laurel Wealth Planning was founded in 1998.

How can I contact Laurel Wealth Planning?

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