LAUREL OAK WEALTH MANAGEMENT, LLC of MARLTON, NJ is an SEC-registered investment adviser (CRD 336824). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| Greg M Rosen | CHIEF OPERATING OFFICER | — |
| Richard Francis Moroco | OWNER | — |