RIA Intel›Advisers›Minnesota›LAUREL WEALTH PLANNING LLC

LAUREL WEALTH PLANNING LLC

Advisory

N·EDINA, MN

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$454M

1-Year AUM Growth

+6.9%

3-Year CAGR

+11.1%

Employees

6

Assets Under Management

Total AUM$454M

Discretionary AUM$448M

Non-Discretionary AUM$6M

Discretionary %98.7%

Total Clients168

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)-12.5%

Filing History

Total Filings on Record32

First FilingJan 16, 2014

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LAUREL WEALTH PLANNING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.