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- Custodian
- Charles Schwab & Company · Raymond James · Wells Fargo
- Clients
- Retail
- Platforms
- ZenithUnison eagle +more
- Established Date
- 11-12-2013
- Office Locations
- 1
Office Locations
About Laurel Wealth Planning
Laurel Wealth Planning is a fee-only, high-touch wealth management firm providing integrated investment management, financial planning, tax strategies, and estate planning. The team supports individuals and families through retirement and major life transitions, including divorce planning and guidance for widows/widowers and women approaching retirement, with customized portfolios aligned to client goals and values. Custody includes Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURA ANN KUNTZ
Administrative Officer, Chief Executive Officer, President, Wealth Manager
- CRD
- #1303890
- Ownership
- 75% or more
MALLORY AMANDA Kretman
Advisor, Chief Compliance Officer, Secretary
- CRD
- #5959559
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Maxwell Lee Carlos
Advisor
- CRD
- #7099822
Felix James Kopycinski
Associate Wealth Manager
- CRD
- #7566251
Vertex catalyst
Focus pathway
- CRD
- #56868
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $447,677,197 | $454,034 |
| Non-Discretionary | $5,965,295 | $271,150 |
| Total | $453,642,492 | $450,042 |
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Separately Managed Accounts
Total SMA Asset: $453,642,492
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $763,502,569 | 28.6% |
| Cash | $808,885,589 | 30.3% |
| Other | $237,593,457 | 8.9% |
| Equity - Exchange | $859,607,788 | 32.2% |
| Total | $2,669,589,403 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM PIONEER | PEAK INSIGHT | ERG3DO9JE | NZDG | 6.33% | $39,625,835 |
| RIDGE EAGLE | MERIDIAN CAPITAL | BQWY36Y28 | HHBKX | 9.00% | $108,965,673 |
| FRONTIER OPTIMA | ATLAS SUMMIT | 35CRGJMVG | KPE | 12.04% | $111,621,666 |
| BRIDGE EMBER | FOUNDATION PATHWAY | J6QWQZIJQ | FSIQQ | 9.37% | $81,503,972 |
| CAPITAL ATLAS FRONTIER | VECTOR ELEMENT | U7TH1U2GG | GUGZP | 3.13% | $71,005,262 |
| RIDGE BEACON PIONEER | TIMBER MATRIX | YPHLYQGOU | HGC | 1.63% | $116,681,230 |
| ZENITH VALUE | PIONEER MATRIX | BE8P2KA4K | VGDAN | 3.60% | $24,102,631 |
| OAK NORTH DELTA | FOCUS PEAK | HXSKDZ0UU | YVU | 1.54% | $24,435,923 |