# LAUREL WEALTH ADVISORS, INC.

LAUREL WEALTH ADVISORS, INC. of SOLANA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 157139
- Type: SEC-registered investment adviser
- SEC file number: 801-72334
- Location: 990 HIGHLAND DRIVE, SUITE 205, SOLANA BEACH, CA, 92075
- Phone: 858.459.1101
- Latest filing: 2022-07-11
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $330.0M
- Clients: 40
- Accounts: 5,198

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| TRIPODI LEE ALFRED | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRINCIPAL & PRESIDENT | — |
| WELSH MARK DANIEL | MANAGING DIRECTOR; PRINCIPAL & MANAGING DIRECTOR | — |
| CAVE ELIZABETH | COMPLIANCE MANAGEMENT OFFICER | — |
| Cooper Donna Lynne | CHIEF COMPLIANCE OFFICER | — |
| LAVOIE BRIAN MATTHEW | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS, SALES-FORCE  & CLIENT SERVICES SUPERVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157139/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157139/similar
- Related entities: https://search.stillhousedata.com/firm/157139/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157139

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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.
