# LAUREL OAK WEALTH MANAGEMENT, LLC

LAUREL OAK WEALTH MANAGEMENT, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/laureloakwmg

## Regulatory record

- **CRD number:** 336824
- **SEC file number:** 801-133907
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336824

## About

Clear financial advice rooted in partnership. | Laurel Oak Wealth Management Group is a private wealth advisory practice based in Marlton, New Jersey. With a client-centric approach, our experienced financial advisors focus on comprehensive financial planning, investment management, and retirement strategies tailored to each induvial, families, and business’ unique needs.

## Questions

### Who runs investment decisions at Laurel Oak Wealth Management?

No principals have been named in publicly available sources for Laurel Oak Wealth Management. The firm's leadership structure is not disclosed on its website or in SEC filings. Without named individuals, the investment decision-making process remains opaque.

### How does Laurel Oak Wealth Management source proprietary deal flow?

There is no public information on how Laurel Oak Wealth Management sources deals. Without a known website or LinkedIn presence, the firm's deal origination methods—whether through direct relationships, fund partnerships, or platform investments—are unreported.

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Last updated: 2026-07-06T01:24:20.070Z

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