Laurel Oak Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

336824

SEC number

801-133907

Firm type

RIA

Assets under management

$1.4B as of Jun 24, 2026

Website

www.laureloakwealth.com ↗

Phone

856-519-0200

Address

525 Nj-73, Marlton, NJ, 08053

Advisors at this firm

14 in our index · page 1 of 1

• Robert Anthony AndreacchioCRD 3002848 · Marlton, NJ
  IA RegisteredBroker
• Caroline Deborah BurkeCRD 6439653 · Marlton, NJ
  IA RegisteredRegistration inactive
• Matthew Jude FitzgeraldCRD 2719631 · Marlton, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Joseph HeiserCRD 2371255 · Marlton, NJ
  IA RegisteredBroker
• Jacob Edward HanzelCRD 7442927 · Marlton, NJ
  IA RegisteredRegistration inactive
• Matthew Christopher HeiserCRD 7746975 · Marlton, NJ
  IA RegisteredRegistration inactive
• Gary William JohnstonCRD 1645244 · Marlton, NJ
  IA RegisteredRegistration inactive
• Louis Anthony LaselvaCRD 3219829 · Marlton, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Joann Marie MorganoCRD 1507671 · Marlton, NJ
  IA RegisteredRegistration inactive
• Patrick A MccrindleCRD 7321719 · Marlton, NJ
  IA RegisteredRegistration inactive
• John Michael NormanCRD 7422695 · Marlton, NJ
  IA RegisteredRegistration inactive
• Keith James RadimerCRD 4233910 · Marlton, NJ
  IA RegisteredBroker
• Greg M RosenCRD 5421876 · Marlton, NJ
  IA RegisteredBroker
• Justin M. YakubowskiCRD 8229249 · Marlton, NJ
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.