LAUREL WEALTH PLANNING LLC
Legal name: LAUREL WEALTH PLANNING
CRD #122035 SEC #801-79116 EDINA, MN 952-854-6250
SEC Registered
Total AUM
$395.6M
Discretionary
$391M
Employees
8
Clients
101
Accounts
941
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $395.6M | $391M | $4.5M | 8 | 3 |
| May 2025 | $395.6M | $391M | $4.5M | 8 | 3 |
| Feb 2025 | $395.6M | $391M | $4.5M | 8 | 3 |
| Jun 2024 | $354.7M | $351.1M | $3.6M | 7 | 2 |
| Mar 2024 | $354.7M | $351.1M | $3.6M | 7 | 2 |
| Oct 2023 | $331.8M | $325.1M | $6.7M | 8 | 2 |
| Apr 2023 | $331.8M | $325.1M | $6.7M | 8 | 2 |
| Mar 2023 | $331.8M | $325.1M | $6.7M | 8 | 2 |
| Sep 2022 | $341.8M | $329.3M | $12.5M | 8 | 13 |
| Apr 2022 | $341.8M | $329.3M | $12.5M | 9 | 13 |
| Mar 2022 | $341.8M | $329.3M | $12.5M | 9 | 13 |
| Dec 2021 | $261.8M | $261.6M | $149.8K | 8 | 12 |
| Aug 2021 | $261.8M | $261.6M | $149.8K | 8 | 12 |
| Aug 2021 | $261.8M | $261.6M | $149.8K | 8 | 12 |
| Mar 2021 | $261.8M | $261.6M | $149.8K | 8 | 12 |
| Jul 2020 | $208.3M | $208.1M | $196.8K | 8 | 17 |
| Jul 2020 | $208.3M | $208.1M | $196.8K | 8 | 17 |
| Jun 2020 | $208.3M | $208.1M | $196.8K | 8 | 17 |
| Jun 2020 | $208.3M | $208.1M | $196.8K | 8 | 17 |
| Apr 2020 | $208.3M | $208.1M | $196.8K | 8 | 17 |
| Mar 2020 | $208.3M | $208.1M | $196.8K | 8 | 17 |
| Apr 2019 | $161.5M | $152.2M | $9.3M | 8 | 6 |
| Feb 2019 | $161.5M | $152.2M | $9.3M | 7 | 6 |
| Sep 2018 | $168.3M | $151.2M | $17.1M | 7 | 7 |
| Jun 2018 | $168.3M | $151.2M | $17.1M | 8 | 7 |
| Mar 2018 | $168.3M | $151.2M | $17.1M | 9 | 7 |
| Jan 2017 | $151.2M | $132.5M | $18.7M | 9 | 117 |
| Aug 2016 | $143M | $91.7M | $51.3M | 9 | 118 |
| Aug 2016 | $143M | $91.7M | $51.3M | 9 | 118 |
| Jan 2016 | $143M | $91.7M | $51.3M | 9 | 118 |
| Oct 2015 | $135.1M | $0 | $135.1M | 9 | 119 |
| Sep 2015 | $135.1M | $0 | $135.1M | 9 | 119 |
| Jan 2015 | $135.1M | $0 | $135.1M | 9 | 119 |
| Apr 2014 | $122.6M | $0 | $122.6M | 9 | 108 |
| Jan 2014 | $122.6M | $0 | $122.6M | 9 | 108 |
DateOct 2025
Total AUM$395.6M
Discretionary$391M
Non-Disc.$4.5M
Employees8
Clients3
DateMay 2025
Total AUM$395.6M
Discretionary$391M
Non-Disc.$4.5M
Employees8
Clients3
DateFeb 2025
Total AUM$395.6M
Discretionary$391M
Non-Disc.$4.5M
Employees8
Clients3
DateJun 2024
Total AUM$354.7M
Discretionary$351.1M
Non-Disc.$3.6M
Employees7
Clients2
DateMar 2024
Total AUM$354.7M
Discretionary$351.1M
Non-Disc.$3.6M
Employees7
Clients2
DateOct 2023
Total AUM$331.8M
Discretionary$325.1M
Non-Disc.$6.7M
Employees8
Clients2
DateApr 2023
Total AUM$331.8M
Discretionary$325.1M
Non-Disc.$6.7M
Employees8
Clients2
DateMar 2023
Total AUM$331.8M
Discretionary$325.1M
Non-Disc.$6.7M
Employees8
Clients2
DateSep 2022
Total AUM$341.8M
Discretionary$329.3M
Non-Disc.$12.5M
Employees8
Clients13
DateApr 2022
Total AUM$341.8M
Discretionary$329.3M
Non-Disc.$12.5M
Employees9
Clients13
DateMar 2022
Total AUM$341.8M
Discretionary$329.3M
Non-Disc.$12.5M
Employees9
Clients13
DateDec 2021
Total AUM$261.8M
Discretionary$261.6M
Non-Disc.$149.8K
Employees8
Clients12
DateAug 2021
Total AUM$261.8M
Discretionary$261.6M
Non-Disc.$149.8K
Employees8
Clients12
DateAug 2021
Total AUM$261.8M
Discretionary$261.6M
Non-Disc.$149.8K
Employees8
Clients12
DateMar 2021
Total AUM$261.8M
Discretionary$261.6M
Non-Disc.$149.8K
Employees8
Clients12
DateJul 2020
Total AUM$208.3M
Discretionary$208.1M
Non-Disc.$196.8K
Employees8
Clients17
DateJul 2020
Total AUM$208.3M
Discretionary$208.1M
Non-Disc.$196.8K
Employees8
Clients17
DateJun 2020
Total AUM$208.3M
Discretionary$208.1M
Non-Disc.$196.8K
Employees8
Clients17
DateJun 2020
Total AUM$208.3M
Discretionary$208.1M
Non-Disc.$196.8K
Employees8
Clients17
DateApr 2020
Total AUM$208.3M
Discretionary$208.1M
Non-Disc.$196.8K
Employees8
Clients17
DateMar 2020
Total AUM$208.3M
Discretionary$208.1M
Non-Disc.$196.8K
Employees8
Clients17
DateApr 2019
Total AUM$161.5M
Discretionary$152.2M
Non-Disc.$9.3M
Employees8
Clients6
DateFeb 2019
Total AUM$161.5M
Discretionary$152.2M
Non-Disc.$9.3M
Employees7
Clients6
DateSep 2018
Total AUM$168.3M
Discretionary$151.2M
Non-Disc.$17.1M
Employees7
Clients7
DateJun 2018
Total AUM$168.3M
Discretionary$151.2M
Non-Disc.$17.1M
Employees8
Clients7
DateMar 2018
Total AUM$168.3M
Discretionary$151.2M
Non-Disc.$17.1M
Employees9
Clients7
DateJan 2017
Total AUM$151.2M
Discretionary$132.5M
Non-Disc.$18.7M
Employees9
Clients117
DateAug 2016
Total AUM$143M
Discretionary$91.7M
Non-Disc.$51.3M
Employees9
Clients118
DateAug 2016
Total AUM$143M
Discretionary$91.7M
Non-Disc.$51.3M
Employees9
Clients118
DateJan 2016
Total AUM$143M
Discretionary$91.7M
Non-Disc.$51.3M
Employees9
Clients118
DateOct 2015
Total AUM$135.1M
Discretionary$0
Non-Disc.$135.1M
Employees9
Clients119
DateSep 2015
Total AUM$135.1M
Discretionary$0
Non-Disc.$135.1M
Employees9
Clients119
DateJan 2015
Total AUM$135.1M
Discretionary$0
Non-Disc.$135.1M
Employees9
Clients119
DateApr 2014
Total AUM$122.6M
Discretionary$0
Non-Disc.$122.6M
Employees9
Clients108
DateJan 2014
Total AUM$122.6M
Discretionary$0
Non-Disc.$122.6M
Employees9
Clients108