Laurel Oak Wealth Management, LLC
● SEC registered since 2025CRD 336824SEC# 801-133907Marlton, NJ
Reg. AUM
$1.4B
Employees
22
Accounts
4,662
Location
Marlton, NJ
Laurel Oak Wealth Management, LLC assets under management
Laurel Oak Wealth Management, LLC is an SEC-registered investment adviser based in Marlton, NJ. The firm has been registered since 2025. It reports $1.4 billion in regulatory assets under management and employs 22 people.
Laurel Oak Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Greg M Rosen Control | Chief Operating Officer | Under 5% | 2025 |
| Laurel Oak Holdings LLC Control | Owner | Over 75% | 2025 |
| Stacy Leigh Sizemore Control | Chief Compliance Officer | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Laurel Oak Wealth Management, LLC manage?
Laurel Oak Wealth Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Laurel Oak Wealth Management, LLC have?
Laurel Oak Wealth Management, LLC reports 22 employees.
Where is Laurel Oak Wealth Management, LLC located?
Laurel Oak Wealth Management, LLC is based in Marlton, NJ and has been SEC-registered since 2025.
Does Laurel Oak Wealth Management, LLC disclose fund performance?
Laurel Oak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 525 Nj-73, Suite 200, Marlton, NJ 08053 |
| Phone | 856-519-0200 |
| Office hours | 9a.m. - 5p.m. Or By Appt |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2111403 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 5%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.4B