LAUREL WEALTH ADVISORS, INC.

SOLANA BEACH, California·4 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
4
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.

4 registered advisors
Brian Matthew Lavoie
SOLANA BEACH, California
Elizabeth Cave
LA JOLLA, California
Lee Alfred Tripodi
SOLANA BEACH, California
Mark Daniel Welsh
SOLANA BEACH, California
05

Office Locations

SOLANA BEACH, California
3 advisors
LA JOLLA, California
1 advisor

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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.