# LAUREL OAK WEALTH MANAGEMENT, LLC

LAUREL OAK WEALTH MANAGEMENT, LLC of MARLTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 336824
- Type: SEC-registered investment adviser
- SEC file number: 801-133907
- Location: 525 NJ-73, SUITE 200, MARLTON, NJ, 08053
- Phone: 856-519-0200
- Latest filing: 2026-06-24
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 22
- Accounts: 4,662

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| Greg M Rosen | CHIEF OPERATING OFFICER | — |
| Richard Francis Moroco | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336824/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336824/similar
- Related entities: https://search.stillhousedata.com/firm/336824/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336824

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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.