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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| JONES, JENNIFER, LYNN | I | MEMBER | NA | |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| WAIDE, DUSTIN, MARSHALL | I | MEMBER | NA | |
| ALTMAN, BARRY, ALAN | I | MEMBER | C | Control |
| ALTMAN, BARRY, ALAN | I | MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | C | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| SUGG, WILLIAM, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SUGG, WILLIAM, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SUGG, WILLIAM, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SUGG, WILLIAM, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SUGG, WILLIAM, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SUGG, WILLIAM, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| THOMPSON, MARK, STEPHEN | I | MEMBER | C | Control |
| THOMPSON, MARK, STEPHEN | I | MEMBER | C | Control |
| THOMPSON, MARK, STEPHEN | I | MEMBER | C | Control |
| THOMPSON, MARK, STEPHEN | I | MEMBER | C | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| BREEDLOVE, TIMOTHY, MARK | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| MCNEISH, DAVID, WILLIAM | I | MANAGING MEMBER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER | B | Control |
| SUGG, WILLIAM, EDWARD | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
| THOMPSON, MARK, STEPHEN | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (10)
FL GA LA NC NY PA SC TN TX VA
Address
1355 GREENWOOD CLIFFSTE. 301
CHARLOTTE, NC 28204
United States
Phone: 704-927-4379