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Building 2LAUREL WEALTH ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-927-4379
NotebookSEC #801-69151
Total AUM
$1.1B
Employees
9
Clients
547

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1355 GREENWOOD CLIFF
STE. 301
CHARLOTTE
NC 28204
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
704-927-4379
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,429
Discretionary
$1.1B
Accounts
1,417
Non-Discretionary
$13.9M
Accounts
12

ContactClients

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Individual Clients
276
AUM
$86.9M
HNW Individual Clients
244
AUM
$941.2M
Charitable Organization Clients
11
AUM
$20.5M
Corporation or Business Clients
16
AUM
$58.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNYPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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