# Laurel Oak Wealth Management

> Secure client portal for financial asset management and goal tracking. (iPhone/iPad app by Laurel Oak Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/laurel-oak-wealth-management/id6754216415 (this page in markdown: same URL + `.md`)
- Developer: [Laurel Oak Wealth Management LLC](https://appshunter.io/developer/1847143663)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 3 MB
- Languages: English
- Released: 2025-10-23
- Data updated: 2026-07-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/laurel-oak-wealth-management/id6754216415/reviews.md

## What is Laurel Oak Wealth Management?

Laurel Oak Wealth began with five advisors, one office, and one belief: clients deserve better financial planning. What started on Laurel Oak Road has grown into a multi-office firm serving thousands of families — but our purpose hasn’t changed. We continue to show up for each other and for you.

The Laurel Oak Wealth app gives you secure, client-friendly access to your financial portal, helping you stay in control of your finances. With the app, you can:

- View all your assets in one place
- Track progress toward your financial goals
- Access important documents anytime, anywhere
- Stay connected with your Laurel Oak advisory team

## Key features

- View all assets in one place
- Track progress toward financial goals
- Access important documents
- Connect with advisory team
- Secure client portal

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/laurel-oak-wealth-management/id6754216415/reviews.md

### 5/5 — Best team!!!

*2025-10-24*

Laurel Oak has the best group of people who truly care about you and your financial goals.

## Frequently asked questions about Laurel Oak Wealth Management

### What can I do with the Laurel Oak Wealth app?

The Laurel Oak Wealth app allows you to securely view all your assets in one place, track your progress toward financial goals, access important documents anytime, and stay connected with your advisory team.

### Is the Laurel Oak Wealth app secure?

Yes, the app provides secure, client-friendly access to your financial portal, designed to help you stay in control of your finances with peace of mind.

### What devices does the Laurel Oak Wealth app support?

The Laurel Oak Wealth app is available for iPhone, iPad, and iPod devices.

### How often is the Laurel Oak Wealth app updated?

The latest version of the Laurel Oak Wealth app is 1.1, and it was last updated on May 1, 2026. Updates typically include improvements to functionality and security.

### What is the age rating for the Laurel Oak Wealth app?

The Laurel Oak Wealth app has an age rating of 4+, making it suitable for a wide range of users.

### Does Laurel Oak Wealth have ads?

No, the Laurel Oak Wealth app does not contain advertisements, providing an uninterrupted experience for users.

### Can I view my financial documents through the Laurel Oak Wealth app?

Yes, the app allows you to access important financial documents anytime and anywhere, keeping your essential information readily available.

### How can I contact my Laurel Oak advisory team using the app?

The Laurel Oak Wealth app is designed to help you stay connected with your Laurel Oak advisory team, facilitating communication and support.

## Version history (last 2 releases)

### 1.1 — 2026-05-01

An updated description of this app.

### 1.0 — 2025-10-24

No release notes.

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## Related topics

[laurel oak wealth management](https://appshunter.io/ios/topics/laurel-oak-wealth-management)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-02.*