LAUREL WEALTH ADVISORS, LLC
CRD #118469 SEC #801-69151 CHARLOTTE, NC 704-927-4379
SEC Registered
Total AUM
$972.7M
Discretionary
$968.4M
Employees
9
Clients
251
Accounts
1,394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $972.7M | $968.4M | $4.2M | 9 | 0 |
| Jul 2025 | $972.7M | $968.4M | $4.2M | 9 | 0 |
| Apr 2025 | $972.7M | $968.4M | $4.2M | 9 | 0 |
| Mar 2025 | $972.7M | $968.4M | $4.2M | 8 | 0 |
| Feb 2025 | $860.4M | $850.8M | $9.6M | 8 | 0 |
| Oct 2024 | $860.4M | $850.8M | $9.6M | 9 | 0 |
| Aug 2024 | $860.4M | $850.8M | $9.6M | 8 | 0 |
| Aug 2024 | $860.4M | $850.8M | $9.6M | 8 | 0 |
| Aug 2024 | $860.4M | $850.8M | $9.6M | 8 | 0 |
| Apr 2024 | $860.4M | $850.8M | $9.6M | 7 | 0 |
| Apr 2024 | $860.4M | $850.8M | $9.6M | 7 | 0 |
| Mar 2024 | $860.4M | $850.8M | $9.6M | 8 | 0 |
| Feb 2024 | $860.4M | $850.8M | $9.6M | 8 | 0 |
| Sep 2023 | $729.2M | $720.9M | $8.3M | 11 | 0 |
| Apr 2023 | $729.2M | $720.9M | $8.3M | 11 | 0 |
| Mar 2023 | $729.2M | $720.9M | $8.3M | 13 | 0 |
| Oct 2022 | $774.1M | $764.1M | $10M | 13 | 0 |
| Mar 2022 | $774.1M | $764.1M | $10M | 13 | 0 |
| Sep 2021 | $673.7M | $662.2M | $11.6M | 13 | 0 |
| Mar 2021 | $673.7M | $662.2M | $11.6M | 14 | 0 |
| Oct 2020 | $558M | $546.9M | $11.1M | 14 | 0 |
| Jun 2020 | $558M | $546.9M | $11.1M | 14 | 0 |
| Apr 2020 | $558M | $546.9M | $11.1M | 14 | 0 |
| Mar 2020 | $558M | $546.9M | $11.1M | 14 | 0 |
| Mar 2019 | $457.9M | $448.9M | $9M | 14 | 0 |
| Nov 2018 | $446.1M | $433.5M | $12.6M | 11 | 0 |
| Jun 2018 | $446.1M | $433.5M | $12.6M | 11 | 0 |
| Mar 2018 | $446.1M | $433.5M | $12.6M | 9 | 0 |
| Mar 2017 | $369.9M | $358.3M | $11.6M | 9 | 300 |
| Mar 2016 | $305.4M | $292.4M | $13M | 10 | 300 |
| Mar 2015 | $289.8M | $276.5M | $13.3M | 9 | 300 |
| Mar 2014 | $251.2M | $238.9M | $12.3M | 9 | 300 |
| Mar 2013 | $208.1M | $204.7M | $3.3M | 5 | 300 |
| Mar 2012 | $166.1M | $162.5M | $3.6M | 1 | 200 |
| Mar 2011 | $136.2M | $115.9M | $20.3M | 5 | -- |
| Jun 2009 | $83.9M | $63.5M | $20.4M | 5 | -- |
| Feb 2009 | $83.9M | $63.5M | $20.4M | 5 | -- |
DateAug 2025
Total AUM$972.7M
Discretionary$968.4M
Non-Disc.$4.2M
Employees9
Clients0
DateJul 2025
Total AUM$972.7M
Discretionary$968.4M
Non-Disc.$4.2M
Employees9
Clients0
DateApr 2025
Total AUM$972.7M
Discretionary$968.4M
Non-Disc.$4.2M
Employees9
Clients0
DateMar 2025
Total AUM$972.7M
Discretionary$968.4M
Non-Disc.$4.2M
Employees8
Clients0
DateFeb 2025
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees8
Clients0
DateOct 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees9
Clients0
DateAug 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees8
Clients0
DateAug 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees8
Clients0
DateAug 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees8
Clients0
DateApr 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees7
Clients0
DateApr 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees7
Clients0
DateMar 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees8
Clients0
DateFeb 2024
Total AUM$860.4M
Discretionary$850.8M
Non-Disc.$9.6M
Employees8
Clients0
DateSep 2023
Total AUM$729.2M
Discretionary$720.9M
Non-Disc.$8.3M
Employees11
Clients0
DateApr 2023
Total AUM$729.2M
Discretionary$720.9M
Non-Disc.$8.3M
Employees11
Clients0
DateMar 2023
Total AUM$729.2M
Discretionary$720.9M
Non-Disc.$8.3M
Employees13
Clients0
DateOct 2022
Total AUM$774.1M
Discretionary$764.1M
Non-Disc.$10M
Employees13
Clients0
DateMar 2022
Total AUM$774.1M
Discretionary$764.1M
Non-Disc.$10M
Employees13
Clients0
DateSep 2021
Total AUM$673.7M
Discretionary$662.2M
Non-Disc.$11.6M
Employees13
Clients0
DateMar 2021
Total AUM$673.7M
Discretionary$662.2M
Non-Disc.$11.6M
Employees14
Clients0
DateOct 2020
Total AUM$558M
Discretionary$546.9M
Non-Disc.$11.1M
Employees14
Clients0
DateJun 2020
Total AUM$558M
Discretionary$546.9M
Non-Disc.$11.1M
Employees14
Clients0
DateApr 2020
Total AUM$558M
Discretionary$546.9M
Non-Disc.$11.1M
Employees14
Clients0
DateMar 2020
Total AUM$558M
Discretionary$546.9M
Non-Disc.$11.1M
Employees14
Clients0
DateMar 2019
Total AUM$457.9M
Discretionary$448.9M
Non-Disc.$9M
Employees14
Clients0
DateNov 2018
Total AUM$446.1M
Discretionary$433.5M
Non-Disc.$12.6M
Employees11
Clients0
DateJun 2018
Total AUM$446.1M
Discretionary$433.5M
Non-Disc.$12.6M
Employees11
Clients0
DateMar 2018
Total AUM$446.1M
Discretionary$433.5M
Non-Disc.$12.6M
Employees9
Clients0
DateMar 2017
Total AUM$369.9M
Discretionary$358.3M
Non-Disc.$11.6M
Employees9
Clients300
DateMar 2016
Total AUM$305.4M
Discretionary$292.4M
Non-Disc.$13M
Employees10
Clients300
DateMar 2015
Total AUM$289.8M
Discretionary$276.5M
Non-Disc.$13.3M
Employees9
Clients300
DateMar 2014
Total AUM$251.2M
Discretionary$238.9M
Non-Disc.$12.3M
Employees9
Clients300
DateMar 2013
Total AUM$208.1M
Discretionary$204.7M
Non-Disc.$3.3M
Employees5
Clients300
DateMar 2012
Total AUM$166.1M
Discretionary$162.5M
Non-Disc.$3.6M
Employees1
Clients200
DateMar 2011
Total AUM$136.2M
Discretionary$115.9M
Non-Disc.$20.3M
Employees5
Clients--
DateJun 2009
Total AUM$83.9M
Discretionary$63.5M
Non-Disc.$20.4M
Employees5
Clients--
DateFeb 2009
Total AUM$83.9M
Discretionary$63.5M
Non-Disc.$20.4M
Employees5
Clients--