What departments does Laurel Wealth Advisors, Inc. have?

Laurel Wealth Advisors, Inc. has employees across 4 departments including Finance, Program & Project Management, Legal, Analytics.

What is the largest department at Laurel Wealth Advisors, Inc.?

The largest department at Laurel Wealth Advisors, Inc. is Program & Project Management with 3 employees.

Where are Laurel Wealth Advisors, Inc. employees located globally?

Laurel Wealth Advisors, Inc. has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Mexico.

How has Laurel Wealth Advisors, Inc.'s team size changed over time?

Laurel Wealth Advisors, Inc.'s team has decreased from approximately 25 to 22 employees based on available data.

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Laurel Wealth Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Laurel Wealth Advisors, Inc. operates in the financial services industry, offering a client-centered approach to wealth management. The firm emphasizes transparency and straightforward fee structures, avoiding proprietary products and hidden charges, with a focus on aligning transactions to each client’s unique circumstances and best interests. Its advisory model prioritizes clarity in execution and record-keeping, aiming to minimize surprises and support thoughtful decision-making for clients and their advisors.

Laurel Wealth Advisors, Inc. Global Highlights

North America
36

United States Of America
35
Mexico
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Laurel Wealth Advisors, Inc.'s Leadership

J. C.
Chief Investment Officer
Mobile Phone
Email
W. S.
Partner
Mobile Phone
Email
C. W.
Portfolio Manager
Mobile Phone
Email
D. R.
Portfolio Manager
Mobile Phone
Email
S. P.
Portfolio Manager
Mobile Phone
Email
E. I. P.
Registered Investment Advisor
Mobile Phone
Email
E. C.
Compliance Associate
Mobile Phone
Email
E. I.
Research Analyst
Mobile Phone
Email

Laurel Wealth Advisors, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other
Information Technology

Contact profiles from Laurel Wealth Advisors, Inc.

Name

Title

Contact

Location

Last Update

J. C.
Chief Investment Officer
Mobile Phone
Email
Feb 26, 2025
W. S.
Partner
Mobile Phone
Email
Oct 23, 2024
C. W.
Portfolio Manager
Mobile Phone
Email
Feb 26, 2025
D. R.
Portfolio Manager
Mobile Phone
Email
MexicoMexico City
Feb 26, 2025
S. P.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
E. I. P.
Registered Investment Advisor
Mobile Phone
Email
Jun 29, 2026
E. C.
Compliance Associate
Mobile Phone
Email
Oct 22, 2024
E. I.
Research Analyst
Mobile Phone
Email
Oct 22, 2024
B. U.
Mobile Phone
Email
Aug 08, 2024

Frequently Asked Questions

What is Laurel Wealth Advisors, Inc. known for?

Laurel Wealth Advisors, Inc. was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-760-473-****

. Explore Laurel Wealth Advisors, Inc.'s company overview page for more information.

What is Laurel Wealth Advisors, Inc.'s most common email format?

Laurel Wealth Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Laurel Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does Laurel Wealth Advisors, Inc. have currently?

Laurel Wealth Advisors, Inc. has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Laurel Wealth Advisors, Inc.'s key employees and leadership?

As of July 2026, Laurel Wealth Advisors, Inc.'s key employees include:

Chief Investment Officer: J. C.
Partner: W. S.
Portfolio Manager: C. W.
Portfolio Manager: D. R.
Portfolio Manager: S. P.

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Laurel Wealth Advisors, Inc. Employee Directory

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