Laurel Wealth Planning LLC
● SEC registered since 2014CRD 122035SEC# 801-79116Edina, MN
Reg. AUM
$453.6M
Employees
8
Accounts
1,008
Location
Edina, MN
Laurel Wealth Planning LLC assets under management
Laurel Wealth Planning LLC is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 2014. It reports $453.6 million in regulatory assets under management and employs 8 people.
Laurel Wealth Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Ann Kuntz Control | President/Ceo & Administrative Officer | Over 75% | 2025 |
| Mallory Amanda Kretman | Secretary And Chief Compliance Officer | 5-10% | 2025 |
Frequently asked questions
How much does Laurel Wealth Planning LLC manage?
Laurel Wealth Planning LLC reports $453.6 million in regulatory assets under management on its Form ADV.
How many employees does Laurel Wealth Planning LLC have?
Laurel Wealth Planning LLC reports 8 employees.
Where is Laurel Wealth Planning LLC located?
Laurel Wealth Planning LLC is based in Edina, MN and has been SEC-registered since 2014.
Does Laurel Wealth Planning LLC disclose fund performance?
Laurel Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Edinborough Way, Suite 790, Edina, MN 55435 |
| Phone | 952-854-6250 |
| Fax | 952-854-6276 |
| Office hours | 8:00 A.M To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1842010 |
| Discloses disciplinary history | No |
Regulatory AUM
$453.6M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$453.6Mregulatory AUM
Discretionary $447.7MNon-discretionary $6M