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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSEN, GREG, M | I | CHIEF OPERATING OFFICER | NA | Control |
| ROSEN, GREG, M | I | CHIEF OPERATING OFFICER | NA | Control |
| ROSEN, GREG, M | I | CHIEF OPERATING OFFICER | NA | Control |
| ROSEN, GREG, M | I | CHIEF OPERATING OFFICER | NA | Control |
| ROSEN, GREG, M | I | CHIEF OPERATING OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAUREL OAK HOLDINGS LLC | DE | OWNER | E | Control |
| LAUREL OAK HOLDINGS LLC | DE | OWNER | E | Control |
| LAUREL OAK HOLDINGS LLC | DE | OWNER | E | Control |
| LAUREL OAK HOLDINGS LLC | DE | OWNER | E | Control |
| LAUREL OAK HOLDINGS LLC | DE | OWNER | E | Control |
| MOROCO, RICHARD, FRANCIS | I | OWNER | E | Control |
| MOROCO, RICHARD, FRANCIS | I | OWNER | E | Control |
| Moroco, Richard | I | OWNER | E | Control |
| Moroco, Richard | I | OWNER | E | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (13)
CA CO DE FL MA MD NC NJ NY PA SC TX VA
Address
525 NJ-73SUITE 200
MARLTON, NJ 08053
United States
Phone: 856-519-0200