LAUREL WEALTH PLANNING LLC
SEC file number 801-79116
· EDINA, MN
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$354.7M
Discretionary AUM
$351.1M
Employees
7
Clients
2
Firm
- Address
- 3300 EDINBOROUGH WAY
EDINA, MN 55435 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- AG Mountain Laurel Direct Lending Fund, L.P. Low name-match confidence · CIK 1671875 · NY
- Hafele Laurel Senior Living Fund, LLC Low name-match confidence · CIK 2079823 · KY
- KR Laurel Fund I, LLC Low name-match confidence · CIK 2071491 · OH
- Laurel Clover REIT, LLC Low name-match confidence · CIK 2105316 · CA
- LAUREL INNOVATIONS, INC. Low name-match confidence · CIK 2137115 · UT
- Laurel Real Estate Fund I LLC Low name-match confidence · CIK 2055262 · LA
- Laurels Coffee Mar 2026 a Series of CGF2021 LLC Low name-match confidence · CIK 2123715 · DE
- Laurel Street Associates, LLC Low name-match confidence · CIK 2105354 · NC
- RP 201 LAUREL HOLDINGS, LLC Low name-match confidence · CIK 2089657 · PA
- SPERE002-Mt. Laurel Holdings, LLC Low name-match confidence · CIK 2163329 · AL
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SPERE002-Mt. Laurel Holdings, LLC · D · Nov 5, 2026$3.8M
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LAUREL INNOVATIONS, INC. · D · May 27, 2026$5M
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Laurels Coffee Mar 2026 a Series of CGF2021 LLC · D · May 13, 2026$50.6K
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AG Mountain Laurel Direct Lending Fund, L.P. · D/A · May 6, 2026
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RP 201 LAUREL HOLDINGS, LLC · D · Mar 31, 2026$5M
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Laurel Street Associates, LLC · D · Jan 15, 2026$2M
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Laurel Clover REIT, LLC · D · Jan 14, 2026$125K
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Hafele Laurel Senior Living Fund, LLC · D · Sep 29, 2025$6.4M
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KR Laurel Fund I, LLC · D · Jun 5, 2025$1.5M
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AG Mountain Laurel Direct Lending Fund, L.P. · D/A · May 6, 2025
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Laurel Real Estate Fund I LLC · D · Feb 5, 2025$11.8M