Laurel Wealth Planning Revenue

Financial Services • Edina, Minnesota, United States • 1-10 Employees

Laurel Wealth Planning revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at Laurel Wealth Planning

Laura Kuntz

Senior Wealth Manager/Founder

Company overview

Headquarters	3300 Edinborough Way, Suite 790, Edina, Minnesota 55435, US
Phone number	+19528546250
Website	laurelwealthplanning.com
NAICS	52
SIC	628
Keywords	Investments, Financial Advice, Financial Education, Estate Planning, Risk Management Consultation, Investment Tax Planning, Financial Independence Planning
Founded	1998
Employees	1-10
Socials

Laurel Wealth Planning Email Formats

Laurel Wealth Planning uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@laurelwealthplanning.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@laurelwealthplanning.com	62.5%
{first name}.{last name}	john.doe@laurelwealthplanning.com	25%
{first initial}{last name}	jdoe@laurelwealthplanning.com	12.5%

About Laurel Wealth Planning

Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients’ financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want. Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client’s financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans. Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence. Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them. Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

Founder/Owner

Employees by Department

Laurel Wealth Planning has 5 employees across 1 departments.

Departments

Number of employees

Funding Data

Laurel Wealth Planning has never raised funding before.

Laurel Wealth Planning Tech Stack

Discover the technologies and tools that power Laurel Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

WP Rocket

Caching

Google Maps

Maps

Microsoft 365

Cloudflare

CDN

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Yoast SEO

SEO

Adobe Fonts

Font scripts

Bunny

CDN

Frequently asked questions

Laurel Wealth Planning is located in Edina, Minnesota, US.

You can reach Laurel Wealth Planning at +19528546250.

Laurel Wealth Planning generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Laurel Wealth Planning has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Laurel Wealth Planning was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Laurel Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Laurel Wealth Planning

Laura Kuntz

Senior Wealth Manager/Founder

4.8

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