Laurel Oak Wealth Management, LLC

EST. AUM
$1,399,270,429

CONTACTS
5

CLIENT ACCOUNTS
4,662

Firm Details

Metro area Philadelphia
CRD Number 336824
Website laureloakwealth.com
Client types

Overview

Laurel Oak Wealth Management, LLC is a privately held, SEC-registered investment advisory firm headquartered in Marlton, New Jersey. Founded in 2007 and owned by Laurel Oak Holdings LLC, the firm is led by a group of experienced partners: Robert Andreacchio, Matthew Fitzgerald, Christopher Heiser, Louis Laselva, Keith Radimer, and Greg Rosen. Laurel Oak provides discretionary and non-discretionary investment advisory services, including financial planning, consulting, and retirement plan management. The firm offers tailored investment strategies utilizing equities, fixed income, mutual funds, alternatives, and independent managers, aligned with each client’s unique financial goals. Laurel Oak serves individuals, families, and institutional clients through a client-centric and goals-based approach, while maintaining fiduciary responsibility and transparent advisory agreements.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Laurel Oak Wealth Management, LLC

Platform Details

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