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LAUREL WEALTH ADVISORS, LLC
CRD 118469 · SEC 801-69151
1355 GREENWOOD CLIFF, STE. 301, CHARLOTTE, NC, 28204, United States
Phone
704-927-4379
Fax
(704) 705-1558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.09B
Team
9 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $86.9M |
| High net worth individuals | 244 | $941.2M |
| Charitable organizations | 11 | $20.5M |
| Corporations/business entities | 16 | $58.3M |
States served
GA, LA, NY, NC, PA, SC, TN, VA, TX, FL
Official SEC filing: View on IAPD