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| Keyboard |
| Laurel Wealth Planning LLC
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|---|---|
| CRD # | 122035 |
| SEC # | 801-79116 |
| CIK # | 0001842010 |
| AUM | 453.6 M (2026-05-26) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 952-854-6250 |
| Address | 3300 Edinborough Way Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 19.2 |
| (b) Individuals (high net worth individuals) | 129 | 434.4 |
| (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 | 1,008 | 453.6 |
| By Discretionary | ||
| Discretionary | 986 | 447.7 |
| Non-Discretionary | 22 | 6.0 |
| Total | 1,008 | 453.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.6 | |
| Total | 1,008 | 453.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842010] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Access Investment Management LLC
✚
|
GA | 456.4 M |
|
Mullooly Asset Management Inc
✚
|
NJ | 455.6 M |
|
Chaney Capital Management Inc
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|
WA | 455.5 M |
|
Selective Wealth Management Inc
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|
VA | 454.8 M |
|
Columbus Investment Advisory Inc
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|
OH | 453.7 M |
|
McClarren Financial Advisors Inc
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|
PA | 453.0 M |
|
Aspen Investment Management Inc
✚
|
MI | 452.5 M |
|
IFC Personal Money Managers Inc
✚
|
NY | 450.9 M |
|
Silverleafe Capital Partners LLC
✚
|
TN | 449.2 M |
|
Westbourne Investment Advisors Inc
✚
|
MD | 448.8 M |