# LAUREL WEALTH ADVISORS, LLC

LAUREL WEALTH ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118469
- Type: SEC-registered investment adviser
- SEC file number: 801-69151
- Location: 1355 GREENWOOD CLIFF, STE. 301, CHARLOTTE, NC, 28204
- Phone: 704-927-4379
- Latest filing: 2026-03-17
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $13.9M
- Clients: 9
- Accounts: 1,429

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Mark Stephen Thompson | MANAGING MEMBER | — |
| Nancy Johnson Jones | CHIEF COMPLIANCE OFFICER | — |
| David William Mcneish | MANAGING MEMBER | — |
| Timothy Mark Breedlove | MANAGING MEMBER | — |
| William Edward Sugg | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Dustin Marshall Waide | MEMBER | — |
| Jennifer Lynn Jones | MEMBER | — |
| ALTMAN JEFFREY ALAN | MEMBER | — |
| JONES LESLEY LYNN | MEMBER | — |
| THOMPSON MARK STEPHEN | MANAGING MEMBER; MEMBER | — |
| SUGG WILLIAM EDWARD | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MCNEISH DAVID WILLIAM | MANAGING MEMBER | — |
| BREEDLOVE TIMOTHY MARK | MANAGING MEMBER | — |
| WAIDE DUSTIN MARSHALL | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118469/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118469/similar
- Related entities: https://search.stillhousedata.com/firm/118469/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118469

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.