Laurel Wealth Planning
Laurel Wealth Planning is an SEC-registered wealth manager in Edina, MN with $453.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Laurel Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122035, SEC 801-79116, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $453.6M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- Edina, MN
- Employees
- 8
- Clients
- 177
- CRD
- 122035
- Ownership
- Kretman, MALLORY, AMANDA; KUNTZ, LAURA, ANN; WARD, ANNE, MICHELLE
How much AUM does Laurel Wealth Planning have?
Laurel Wealth Planning reported $453.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Laurel Wealth Planning?
Disclosed owners and executives of Laurel Wealth Planning include Kretman, MALLORY, AMANDA, KUNTZ, LAURA, ANN, WARD, ANNE, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.