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Laurel Wealth Planning LLC

● SEC registered since 2014CRD 122035SEC# 801-79116Edina, MN
Export (members)
Reg. AUM
$395.6M
Employees
8
Accounts
941
Location
Edina, MN

Laurel Wealth Planning LLC assets under management

Laurel Wealth Planning LLC is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 2014. It reports $395.6 million in regulatory assets under management and employs 8 people.
www.facebook.com/laurel-wealth-planning-455967247944174View on SEC.gov ↗

Laurel Wealth Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Laura Ann Kuntz ControlPresident/Ceo & Administrative OfficerOver 75%2025
Mallory Amanda KretmanSecretary And Chief Compliance Officer5-10%2025

Frequently asked questions

How much does Laurel Wealth Planning LLC manage?

Laurel Wealth Planning LLC reports $395.6 million in regulatory assets under management on its Form ADV.

How many employees does Laurel Wealth Planning LLC have?

Laurel Wealth Planning LLC reports 8 employees.

Where is Laurel Wealth Planning LLC located?

Laurel Wealth Planning LLC is based in Edina, MN and has been SEC-registered since 2014.

Does Laurel Wealth Planning LLC disclose fund performance?

Laurel Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 Edinborough Way, Suite 790, Edina, MN 55435
Phone952-854-6250
Fax952-854-6276
Office hours8:00 A.M To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1842010
Discloses disciplinary historyNo

Assets under management

Discretionary$391M
Non-discretionary$4.5M
Total (RAUM)$395.6M