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⚲
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| Laurel Oak Wealth Management LLC
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|
|
|---|---|
| CRD # | 336824 |
| SEC # | 801-133907 |
| CIK # | 0002111403 |
| AUM | $1.4 B (2026-06-24) |
| Employees | 22 (45% Investors, 27% Brokers) |
| Phone | 856-519-0200 |
| Address | 525 Nj73 Marlton, NJ 08053 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 42.5 | |
| Nvidia Corp | 25.2 | |
| Amazon Com Inc | 16.6 | |
| Alphabet Inc | 16.4 | |
| Microsoft Corp | 12.5 | |
| J P Morgan Chase & Co | 11.5 | |
| Facebook Inc | 8.4 | |
| Alphabet Inc | 8.2 | |
| SPDR Gold Trust | 6.7 | |
| Tesla Motors Inc | 6.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,163 | 252.6 |
| (b) Individuals (high net worth individuals) | 2,477 | 1,072.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 73.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,662 | 1,399.3 |
| By Discretionary | ||
| Discretionary | 4,662 | 1,399.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,662 | 1,399.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,399.3 | |
| Total | 4,662 | 1,399.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111403] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
49 Wealth Management LLC
✚
|
TX | 1.4 |
|
Schroder Wealth Management US Limited
✚
|
1.4 | |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.4 |
|
Pivot Capital Partners LLC
✚
|
IL | 1.4 |
|
Verity and Verity LLC
✚
|
SC | 1.4 |
|
Asset Advisors Investment Management LLC
✚
|
GA | 1.4 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.4 |
|
Matrix Asset Advisors Inc
✚
|
NY | 1.4 |
|
Trustmont Advisory Group Inc
✚
|
PA | 1.4 |
|
Marietta Wealth Management LLC
✚
|
GA | 1.4 |