LP Profile

Laurel Wealth Advisors

Also known as laurel wealth

Wealth ManagerLa Jolla, United StatesFounded 2007
La Jolla
Headquarters
Investment Focus

About Laurel Wealth Advisors

Laurel Wealth Advisors is a wealth manager based in La Jolla, US. Founded in 2007.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Laurel Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
1,429
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Laurel Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Laurel Wealth Advisors?

Laurel Wealth Advisors is a wealth manager based in La Jolla, United States.

Where is Laurel Wealth Advisors headquartered?

Laurel Wealth Advisors is headquartered in La Jolla, United States.

When was Laurel Wealth Advisors founded?

Laurel Wealth Advisors was founded in 2007.

How can I contact Laurel Wealth Advisors?

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