A complete list of active advisors currently associated with Laurel Oak Wealth Management, LLC

Warmer can help you find a great advisor at Laurel Oak Wealth Management, LLC or one who fits your needs even better.

Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. As of December 31, 2025 the firm reported approximately $1.399 billion in assets under management across about 4,662 accounts, supported by 11 advisors and a notably high client-to-advisor ratio. The firm’s investment process is predominantly discretionary and includes a wrap fee program that Laurel Oak sponsors and manages, alongside the use of independent managers and sub‑advisors when appropriate. Portfolio construction combines active and passive strategies with tactical asset allocation, relative‑strength and trend‑following analyses, options and alternative investments, and ongoing monitoring. Noteworthy operational features include that several supervised persons are registered representatives of Purshe Kaplan Sterling Investments and are licensed insurance agents, so some clients may be offered commission‑based brokerage or insurance products under separate agreements. Laurel Oak also leverages a third‑party platform relationship (tru Independence) for reporting, compliance and technology services and the combination of an in‑house wrap program and an unusually high client load per advisor shapes a more scaled service model that can affect how advisory, brokerage and insurance options are presented and implemented.

To learn more about the advisors currently working at Laurel Oak Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.