# LAUREL WEALTH PLANNING LLC

LAUREL WEALTH PLANNING LLC of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 122035
- Type: SEC-registered investment adviser
- SEC file number: 801-79116
- Location: 3300 EDINBOROUGH WAY, SUITE 790, EDINA, MN, 55435
- Phone: 952-854-6250
- Latest filing: 2026-05-26
- Regulatory AUM: $453.6M
- Discretionary AUM: $447.7M
- Non-discretionary AUM: $6.0M
- Clients: 8
- Accounts: 1,008

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Laura Ann Kuntz | PRESIDENT/CEO & ADMINISTRATIVE OFFICER; PRESIDENT/CEO, ADMINISTRATIVE OFFICER & CCO | — |
| Mallory Amanda Kretman | SECRETARY; SECRETARY AND CHIEF COMPLIANCE OFFICER | — |
| KUNTZ TRACY ANN | MANAGING MEMBER; MANAGING MEMBER AND CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| WARD ANNE MICHELLE | MANAGING MEMBER; MANAGING MEMBER AND CCO; MEMBER | — |
| Kretman MALLORY AMANDA | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122035/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122035/similar
- Related entities: https://search.stillhousedata.com/firm/122035/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122035

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.