# Laurel Wealth Planning

Laurel Wealth Planning is a Bank / Wealth / Trust based in Edina, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Edina, United States
- **Region:** North America
- **Address:** Edina, MN, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** laurelwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/laurel-wealth-planning

## Regulatory record

- **CRD number:** 122035
- **SEC file number:** 801-79116
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122035

## About

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.

## Questions

### 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.

## Related profiles

- [Laurel Wealth Advisors](https://altss.com/profile/laurel-wealth-advisors)
- [Laurentian Bank](https://altss.com/profile/laurentian-bank-of-canada)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://laurelwealthplanning.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/122035
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/laurel-wealth-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology