LAUREL WEALTH ADVISORS, INC.

SOLANA BEACH, California·2 registered advisors·CRD# 157139
SEC# 801-7233413858.459.1101
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LAUREL WEALTH ADVISORS, INC.

2 registered advisors
Brian Matthew Lavoie
SOLANA BEACH, California
Mark Daniel Welsh
SOLANA BEACH, California
05

Office Locations

SOLANA BEACH, California
2 advisors

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Data sourced from SEC Form ADV filings. LAUREL WEALTH ADVISORS, INC. (CRD# 157139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.