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LAUREL WEALTH PLANNING

EDINA, MN · CRD 122035 · IAPD ↗ · 952-854-6250

$453.6MRegulatory AUM
6Advisory reps
8Employees
8Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LAUREL WEALTH PLANNING notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — LAUREL WEALTH PLANNING began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
53
December 2025 — LAUREL WEALTH PLANNING shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.