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LAUREL WEALTH PLANNING
Legal name: LAUREL WEALTH PLANNING LLC
CRD 122035File 801-79116
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$453.6M
Above cohort median (national)
Discretionary AUM
$447.7M
Non-discretionary $6.0M
Clients
177
1,008 accounts
Employees
8
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 2014
- Principal office
- 3300 EDINBOROUGH WAY, SUITE 790, EDINA, MN, 55435
- Phone
- 952-854-6250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $453.6M
- Discretionary AUM
- $447.7M
- Non-discretionary AUM
- $6.0M
- Discretionary accounts
- 986
- Non-discretionary accounts
- 22
- Total accounts
- 1,008
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 129 | $434.4M |
| Individuals (other than high net worth individuals) | 48 | $19.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.