LAUREL OAK WEALTH MANAGEMENT, LLC
C36
CRD 336824·SEC 801-133907·MARLTON, NJ
AUM
$1.40B
$1B+
Est. Revenue
$14.0M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 11 advisors
'26 · 10 advisors
'25'26
11 advisors → 10 advisors▼ -9%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
FIVE GREENTREE CENTER525 ROUTE 73 N STE 200MARLTON, NJ 08053-3422
Business
FIVE GREENTREE CENTER525 ROUTE 73 N STE 200MARLTON, NJ 08053-3422
Edgar Recent Filings
13F-HR2026-04-21 · 0002111403-26-000002
13F-HR2026-02-12 · 0002111403-26-000001
Fdic Zip Branches Raw
Commerce Bank, National AssociationEvesham Township, NJ
Glendale National Bank of New JerseyMarlton, NJ
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 54,830 |
| Returns | 4,860 |
Stub 2
| AGI | 142,065 |
| Returns | 3,780 |
Stub 3
| AGI | 225,573 |
| Returns | 3,640 |