LAUREL OAK WEALTH MANAGEMENT, LLC
CRD #336824 SEC #801-133907 MARLTON, NJ 856-519-0200
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
24
Clients
0
Accounts
4,525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.3B | $0 | 24 | 0 |
| Oct 2025 | $0 | $0 | $0 | 24 | 0 |
| Aug 2025 | $0 | $0 | $0 | 24 | 0 |
| Jul 2025 | $0 | $0 | $0 | 24 | 0 |
| Jul 2025 | $0 | $0 | $0 | 26 | 0 |
| Jul 2025 | $0 | $0 | $0 | 26 | 0 |
| Jun 2025 | $0 | $0 | $0 | 26 | 0 |
| Jun 2025 | $0 | $0 | $0 | 26 | 0 |
DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients0
DateOct 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0