LAUREL WEALTH ADVISORS, INC.
CRD #157139 SEC #801-72334 SOLANA BEACH, CA 858.459.1101
SEC Registered
Total AUM
$2.4B
Discretionary
$2.1B
Employees
40
Clients
1
Accounts
5,198
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $2.4B | $2.1B | $330M | 40 | 0 |
| Mar 2022 | $2.4B | $2.1B | $330M | 40 | 0 |
| Mar 2022 | $1.7B | $1.4B | $319.2M | 40 | 0 |
| May 2021 | $1.7B | $1.4B | $319.2M | 41 | 0 |
| Mar 2021 | $1.7B | $1.4B | $319.2M | 41 | 0 |
| Feb 2021 | $1.6B | $1.3B | $238.4M | 41 | 0 |
| Feb 2021 | $1.6B | $1.3B | $238.4M | 41 | 0 |
| Feb 2021 | $1.6B | $1.3B | $238.4M | 41 | 0 |
| Jan 2021 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Jan 2021 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Dec 2020 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Nov 2020 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Aug 2020 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Jun 2020 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Apr 2020 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Apr 2020 | $1.6B | $1.3B | $238.4M | 42 | 0 |
| Oct 2019 | $1.2B | $1.1B | $178.4M | 39 | 0 |
| Sep 2019 | $1.2B | $1.1B | $178.4M | 39 | 0 |
| Aug 2019 | $1.2B | $1.1B | $178.4M | 39 | 0 |
| Jun 2019 | $1.2B | $896.6M | $263.4M | 37 | 0 |
| Jun 2019 | $1.2B | $896.6M | $263.4M | 37 | 0 |
| May 2019 | $1.2B | $896.6M | $263.4M | 37 | 0 |
| May 2019 | $1.2B | $896.6M | $263.4M | 37 | 0 |
| Feb 2019 | $1.2B | $896.6M | $263.4M | 37 | 0 |
| Jan 2019 | $1.2B | $896.6M | $263.4M | 37 | 0 |
| May 2018 | $1.1B | $826M | $277M | 39 | 0 |
| May 2018 | $1.1B | $925.9M | $168.7M | 40 | 0 |
| Jan 2018 | $1.1B | $925.9M | $168.7M | 40 | 0 |
| Jan 2018 | $1.1B | $925.9M | $168.7M | 40 | 0 |
| Mar 2017 | $864.9M | $593M | $271.9M | 22 | 2,600 |
| Sep 2016 | $699.5M | $433.4M | $266.1M | 22 | 2,600 |
| Jun 2016 | $699.5M | $433.4M | $266.1M | 22 | 2,600 |
| Apr 2016 | $699.5M | $433.4M | $266.1M | 22 | 2,600 |
| Mar 2016 | $658.1M | $421.6M | $236.5M | 22 | 2,600 |
| Jan 2016 | $671.8M | $377.6M | $294.2M | 22 | 2,600 |
| Oct 2015 | $671.8M | $377.6M | $294.2M | 22 | 2,600 |
| Mar 2015 | $671.8M | $377.6M | $294.2M | 22 | 2,600 |
| Nov 2014 | $601.9M | $201.5M | $400.5M | 10 | 500 |
| Oct 2014 | $601.9M | $201.5M | $400.5M | 10 | 500 |
| Jun 2014 | $601.9M | $201.5M | $400.5M | 10 | 500 |
| Apr 2014 | $601.9M | $201.5M | $400.5M | 10 | 500 |
| Mar 2014 | $601.9M | $201.5M | $400.5M | 10 | 500 |
| Feb 2014 | $601.9M | $201.5M | $400.5M | 10 | 500 |
| Jan 2014 | $257.6M | $123.3M | $134.3M | 10 | 500 |
| Aug 2013 | $257.6M | $123.3M | $134.3M | 10 | 500 |
| Jun 2013 | $257.6M | $123.3M | $134.3M | 10 | 500 |
| Jun 2013 | $257.6M | $123.3M | $134.3M | 10 | 500 |
| Jun 2013 | $257.6M | $123.3M | $134.3M | 10 | 500 |
| Feb 2013 | $257.6M | $123.3M | $134.3M | 10 | 500 |
| Mar 2012 | $120M | $120M | $0 | 1 | 26 |
| Dec 2011 | $150M | $0 | $150M | 1 | 26 |
| Dec 2011 | $150M | $0 | $150M | 1 | 26 |
| Nov 2011 | $150M | $0 | $150M | 1 | 26 |
| Nov 2011 | $150M | $0 | $150M | 1 | 26 |
| Jun 2011 | $150M | $0 | $150M | 5 | -- |
| May 2011 | $150M | $0 | $150M | 5 | -- |
| May 2011 | $150M | $0 | $150M | 5 | -- |
| May 2011 | $150M | $0 | $150M | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateJul 2022
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$330M
Employees40
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$330M
Employees40
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$319.2M
Employees40
Clients0
DateMay 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$319.2M
Employees41
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$319.2M
Employees41
Clients0
DateFeb 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees41
Clients0
DateFeb 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees41
Clients0
DateFeb 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees41
Clients0
DateJan 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateJan 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateDec 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateNov 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateAug 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateApr 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateApr 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$238.4M
Employees42
Clients0
DateOct 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$178.4M
Employees39
Clients0
DateSep 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$178.4M
Employees39
Clients0
DateAug 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$178.4M
Employees39
Clients0
DateJun 2019
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$263.4M
Employees37
Clients0
DateJun 2019
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$263.4M
Employees37
Clients0
DateMay 2019
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$263.4M
Employees37
Clients0
DateMay 2019
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$263.4M
Employees37
Clients0
DateFeb 2019
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$263.4M
Employees37
Clients0
DateJan 2019
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$263.4M
Employees37
Clients0
DateMay 2018
Total AUM$1.1B
Discretionary$826M
Non-Disc.$277M
Employees39
Clients0
DateMay 2018
Total AUM$1.1B
Discretionary$925.9M
Non-Disc.$168.7M
Employees40
Clients0
DateJan 2018
Total AUM$1.1B
Discretionary$925.9M
Non-Disc.$168.7M
Employees40
Clients0
DateJan 2018
Total AUM$1.1B
Discretionary$925.9M
Non-Disc.$168.7M
Employees40
Clients0
DateMar 2017
Total AUM$864.9M
Discretionary$593M
Non-Disc.$271.9M
Employees22
Clients2,600
DateSep 2016
Total AUM$699.5M
Discretionary$433.4M
Non-Disc.$266.1M
Employees22
Clients2,600
DateJun 2016
Total AUM$699.5M
Discretionary$433.4M
Non-Disc.$266.1M
Employees22
Clients2,600
DateApr 2016
Total AUM$699.5M
Discretionary$433.4M
Non-Disc.$266.1M
Employees22
Clients2,600
DateMar 2016
Total AUM$658.1M
Discretionary$421.6M
Non-Disc.$236.5M
Employees22
Clients2,600
DateJan 2016
Total AUM$671.8M
Discretionary$377.6M
Non-Disc.$294.2M
Employees22
Clients2,600
DateOct 2015
Total AUM$671.8M
Discretionary$377.6M
Non-Disc.$294.2M
Employees22
Clients2,600
DateMar 2015
Total AUM$671.8M
Discretionary$377.6M
Non-Disc.$294.2M
Employees22
Clients2,600
DateNov 2014
Total AUM$601.9M
Discretionary$201.5M
Non-Disc.$400.5M
Employees10
Clients500
DateOct 2014
Total AUM$601.9M
Discretionary$201.5M
Non-Disc.$400.5M
Employees10
Clients500
DateJun 2014
Total AUM$601.9M
Discretionary$201.5M
Non-Disc.$400.5M
Employees10
Clients500
DateApr 2014
Total AUM$601.9M
Discretionary$201.5M
Non-Disc.$400.5M
Employees10
Clients500
DateMar 2014
Total AUM$601.9M
Discretionary$201.5M
Non-Disc.$400.5M
Employees10
Clients500
DateFeb 2014
Total AUM$601.9M
Discretionary$201.5M
Non-Disc.$400.5M
Employees10
Clients500
DateJan 2014
Total AUM$257.6M
Discretionary$123.3M
Non-Disc.$134.3M
Employees10
Clients500
DateAug 2013
Total AUM$257.6M
Discretionary$123.3M
Non-Disc.$134.3M
Employees10
Clients500
DateJun 2013
Total AUM$257.6M
Discretionary$123.3M
Non-Disc.$134.3M
Employees10
Clients500
DateJun 2013
Total AUM$257.6M
Discretionary$123.3M
Non-Disc.$134.3M
Employees10
Clients500
DateJun 2013
Total AUM$257.6M
Discretionary$123.3M
Non-Disc.$134.3M
Employees10
Clients500
DateFeb 2013
Total AUM$257.6M
Discretionary$123.3M
Non-Disc.$134.3M
Employees10
Clients500
DateMar 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateDec 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateNov 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateNov 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateJun 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateMay 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateMay 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateMay 2011
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--