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| Laurel Wealth Advisors LLC
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|---|---|
| CRD # | 118469 |
| SEC # | 801-69151 |
| CIK # | 0001666179, 0001757128 |
| AUM | 1.1 B (2026-03-17) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 704-927-4379 |
| Address | 1355 Greenwood Cliff Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001666179 0001757128 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 75.2 | ||
| Apple Inc | 37.5 | ||
| Alphabet Inc | 33.0 | ||
| Nvidia Corp | 26.4 | ||
| Microsoft Corp | 23.2 | ||
| Duke Energy Corp | 20.7 | ||
| J P Morgan Chase & Co | 18.1 | ||
| Lilly Eli & Co | 16.9 | ||
| Wal Mart Stores Inc | 13.0 | ||
| Johnson & Johnson | 12.5 | ||
| Mastercard Inc | 12.2 | ||
| Bank of America Corp /DE/ | 11.9 | ||
| Cisco Systems Inc | 11.1 | ||
| Home Depot Inc | 10.1 | ||
| Amgen Inc | 8.5 | ||
| Alphabet Inc | 8.1 | ||
| AbbVie Inc | 7.6 | ||
| CrowdStrike Holdings Inc | 7.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 86.9 |
| (b) Individuals (high net worth individuals) | 244 | 941.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 20.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 58.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,429 | 1,106.9 |
| By Discretionary | ||
| Discretionary | 1,417 | 1,093.0 |
| Non-Discretionary | 12 | 13.9 |
| Total | 1,429 | 1,106.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,106.9 | |
| Total | 1,429 | 1,106.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666179] | |
| 13F-HR | [0001757128] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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