Updated:
Laurel Wealth Planning
Laurel Wealth Planning was established in 1998 and is headquartered in Edina, Minnesota. The firm operates as a registered investment adviser, providing...
Laurel Wealth Planning
Laurel Wealth Planning was established in 1998 and is headquartered in Edina, Minnesota. The firm operates as a registered investment adviser, providing financial planning and discretionary portfolio management. Its client base is concentrated among individuals, high-net-worth families, trusts, and corporate entities, with a service model rooted in fiduciary advice rather than brokerage transactions. The firm's strategy centers on personalized portfolio construction and ongoing wealth management. While specific asset-class allocations are not publicly detailed, its RIA structure enables direct investment management across traditional liquid markets, with planning services addressing retirement, estate, and tax-sensitive strategies. The geographic footprint is concentrated in the Upper Midwest, with the Edina location serving as the sole hub. Team size and total assets under management are not publicly disclosed. As a single-location operation without adjacent philanthropic vehicles, club memberships, or alternative investment arms, the firm maintains a deliberately narrow operational footprint. No material operational events have been publicly reported in the last 24 months. Laurel Wealth Planning's structural posture is that of a classic, small-scale fiduciary RIA — not a multi-family office aggregator or a platform consolidator — making permanence and advisor continuity its implicit differentiator in a market dominated by roll-up strategies.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Edina
Corporate office
Edina, MN, United States
Frequently asked questions
Is Laurel Wealth Planning a fiduciary?
As a registered investment adviser, Laurel Wealth Planning operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. This distinguishes its model from broker-dealers, who are held to a lower suitability standard. The RIA structure is the defining regulatory feature of the firm.
What types of clients does the firm serve?
The firm's disclosed client categories include individuals, high-net-worth individuals, trusts, and corporations. The concentration on high-net-worth families and trusts suggests estate-planning and intergenerational wealth transfer are central to its service model, though the firm does not publish specific client-count breakdowns.
Does the firm manage assets on a discretionary basis?
The firm's RIA registration enables discretionary portfolio management, meaning it can make investment decisions on behalf of clients without requiring pre-approval for each trade. The specific blend of discretionary versus non-discretionary mandates across its client base has not been publicly detailed.
Does Laurel Wealth Planning have any institutional or GP relationships?
There is no public record of Laurel Wealth Planning operating as a limited partner in private funds or maintaining formal GP relationships. Its investment activities appear limited to public-market portfolio management and planning services, with no disclosed alternatives or private-markets exposure.
How is the firm owned and governed?
Ownership and governance details are not publicly disclosed. As a small, single-location RIA founded in 1998, the firm likely operates with a concentrated ownership structure, though no named principals or equity partners appear in public filings or the firm's public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: