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| Happy Holidays!! thanks for using AUM13F!! |
| Laurel Wealth Planning LLC
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| CRD # | 122035 |
| SEC # | 801-79116 |
| CIK # | 0001842010 |
| AUM | $395.6 M (2025-05-28) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 952-854-6250 |
| Address | 3300 Edinborough Way Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 24.9 |
| (b) Individuals (high net worth individuals) | 114 | 370.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 941 | 395.6 |
| By Discretionary | ||
| Discretionary | 929 | 391.0 |
| Non-Discretionary | 12 | 4.5 |
| Total | 941 | 395.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.6 | |
| Total | 941 | 395.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842010] |
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0.4 | |
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Jupiter Wealth Management LLC
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Front Row Advisors LLC
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Mullooly Asset Management Inc
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NJ | 0.4 |
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Bates Financial Advisors Inc
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IL | 0.4 |
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Beaton Management Co Inc
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MA | 0.4 |
|
Buttonwood Financial Advisors Inc
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MD | 0.4 |
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Spivak Asset Management LLC
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CT | 0.4 |