Laurel Wealth Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 17, 2026, reports $454M in regulatory assets under management, 8 employees, and 1,008 accounts.
Assets Under Management
$454M
Employees
8
Offices
--
Total Clients
177
Primary office
EDINA, MN
3300 EDINBOROUGH WAY, SUITE 790, EDINA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.9% of total clients.
Top client categories% of clientsClients
1
HNWI
72.9%
129
2
Individuals
27.1%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$454Mas of March 17, 2026
Discretionary98.7%
$448M
99% of total RAUM98.7%
Non-discretionary1.3%
$6M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$454M
Total Accounts1,008
10Y AUM Change+$302M (+200.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee22:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.