Laurel Oak Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 336824
· SEC file 801-133907
· Marlton, NJ
· WWW.LAURELOAKWEALTH.COM
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 4,662
- Avg AUM / client
- $300K
- Accounts
- 4,662
- Employees
- 22
AUM over time
$0
$1.4B
Jun 2025
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,163 | $253M | 18.1% |
| High net worth individuals | 2,477 | $1.1B | 76.7% |
| Corporations and other businesses | 22 | $73.9M | 5.28% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Joseph Heiser | Registered representative | CFP Chartered Financial Consultant | Jul 2025 (1y) | |
| Gary William Johnston | Registered representative | Jul 2025 (1y) | ||
| Greg M Rosen | Registered representative | Jul 2025 (1y) | ||
| Joann Marie Morgano | Registered representative | Jul 2025 (1y) | ||
| Keith James Radimer | Registered representative | Jul 2025 (1y) | ||
| Louis Anthony Laselva | Registered representative | Jul 2025 (1y) | ||
| Matthew Jude Fitzgerald | Registered representative | CFP Chartered Financial Consultant | Jul 2025 (1y) | |
| Robert Anthony Andreacchio | Registered representative | CFP | Jul 2025 (1y) | |
| Caroline Deborah Burke | Registered representative | Jul 2025 (1y) | ||
| Jacob Edward Hanzel | Registered representative | Jul 2025 (1y) | ||
| Justin M. Yakubowski | Registered representative | Mar 2026 (0y) | ||
| John Michael Norman | Registered representative | Apr 2026 (0y) | ||
| Matthew Christopher Heiser | Registered representative | Apr 2026 (0y) | ||
| Patrick A Mc Crindle | Registered representative | Apr 2026 (0y) | ||
| Nuhnebi Karatas | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Folio Investments, Inc. $1.4B (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗