Laurel Wealth Advisors, LLC
● SEC registered since 2008CRD 118469SEC# 801-69151Charlotte, NC
Reg. AUM
$1.11B
Employees
9
Accounts
1,429
Location
Charlotte, NC
Laurel Wealth Advisors, LLC assets under management
Laurel Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2008. It reports $1.1 billion in regulatory assets under management and employs 9 people.
Laurel Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William McNeish Control | Managing Member | 10-25% | 1999 |
| Dustin Marshall Waide | Member | Under 5% | 2015 |
| Jennifer Lynn Jones | Member | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Laurel Wealth Advisors, LLC manage?
Laurel Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Laurel Wealth Advisors, LLC have?
Laurel Wealth Advisors, LLC reports 9 employees.
Where is Laurel Wealth Advisors, LLC located?
Laurel Wealth Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2008.
Does Laurel Wealth Advisors, LLC disclose fund performance?
Laurel Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1355 Greenwood Cliff, Ste. 301, Charlotte, NC 28204 |
| Phone | 704-927-4379 |
| Fax | (704) 705-1558 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1757128 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.09BNon-discretionary $13.9M