CRD: 336824
Laurel OAK Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2025
- Office Locations
- 1
Office Locations
About Laurel OAK Wealth Management, LLC
Laurel Oak Wealth Management is an independent, SEC-registered RIA serving clients from offices in New Jersey and Delaware. The team provides fiduciary financial planning and ongoing portfolio management, including retirement income modeling and account organization/consolidation. Portfolios primarily use public funds and ETFs, with some private funds/alternatives. Offers digital client access, including a mobile app and a Goldman Sachs custody login.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREG M ROSEN
CHIEF OPERATING OFFICER
- CRD
- #5421876
- Ownership
- Less than 5%
Stacy Sizemore
Chief Compliance Officer
- CRD
- #4052029
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ROBERT ANTHONY ANDREACCHIO JR
Financial Advisor, Managing Partner
- CRD
- #3002848
CAROLINE DEBORAH BURKE
Financial Advisor
- CRD
- #6439653
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,399,270,429 | $300,144 |
| Non-Discretionary | $0 | -- |
| Total | $1,399,270,429 | $300,144 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing