| Name | Title | Ownership | Since |
|---|---|---|---|
| Greg M Rosen Control | Chief Operating Officer | Under 5% | 2025 |
| Laurel Oak Holdings LLC Control | Owner | Over 75% | 2025 |
| Stacy Leigh Sizemore Control | Chief Compliance Officer | Under 5% | 2025 |
Laurel Oak Wealth Management, LLC reports 24 employees.
Laurel Oak Wealth Management, LLC is based in Marlton, NJ and has been SEC-registered since 2025.
Laurel Oak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 525 Nj-73, Suite 200, Marlton, NJ 08053 |
| Phone | 856-519-0200 |
| Office hours | 9a.m. - 5p.m. Or By Appt |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2111403 |
| Discloses disciplinary history | No |