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Laurel Wealth Advisors Revenue

Financial ServicesFlag of USSan Diego, California, United States11-20 Employees

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Laurel Wealth Advisors revenue & valuation

Annual revenue$5,666,666
Revenue per employee$355,000
Estimated valuation?$18,200,000
Total fundingNo funding

Key Contact at Laurel Wealth Advisors

Flag of US

Lee Tripodi

Managing Director

Company overview

Headquarters8008 Girard Avenue, Suite 330, La Jolla, CA 92037, US
Phone number+18584591101
Website
NAICS52
SIC628
Founded2011
Employees11-20
Socials

Laurel Wealth Advisors Email Formats

Laurel Wealth Advisors uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@laurelwa.com), used 33.3% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@laurelwa.com
33.3%
{first initial}{last name}
jdoe@laurelwealth.com
50%
{first name}{last name}
johndoe@laurelwa.com
16.7%

About Laurel Wealth Advisors

Laurel Wealth Advisors is a firm built on the enduring principles of transparency, truth and social awareness. We do not promote proprietary products, and we do not charge hidden fees. We believe that every transaction should be based on our clients’ unique circumstances and in their best interest. We believe that all client and advisor transactions should be duly anticipated, smoothly executed, accurately recorded, and easy to understand—there should never be any “surprises”. We believe that investing in our communities is as important as investing our assets, and that we have a responsibility to serve our communities through social outreach, leaving a positive imprint and building a better future for all. Our seasoned advisors have a history of strong leadership, sound investment strategies, and the ability to deliver quality products and services to meet our clients’ needs. Our management team has adapted to a rapidly changing investment services industry by envisioning and creating a client-centered and advisor-attuned firm; this approach runs contrary to the large investment banks that have prioritized their corporate interests ahead of their clients’ and advisors’ needs. At LWA we put our clients and advisors where they rightfully deserve to be—at the center of our business blueprint. Client goals and objectives, and advisor coaching and support, drive our every decision. At LWA we share a commitment to support and develop our advisors and deliver superior services, portfolio management strategies, and total wealth solutions for each of our clients in a personal, forthright and professional way.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Partner

Employees by Department

Laurel Wealth Advisors has 10 employees across 3 departments.

Departments

Number of employees

Funding Data

Laurel Wealth Advisors has never raised funding before.

Laurel Wealth Advisors Tech Stack

Discover the technologies and tools that power Laurel Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

DreamWeaver

DreamWeaver

Editors

GoDaddy

GoDaddy

Hosting

Google Analytics

Google Analytics

Analytics

Google Maps

Google Maps

Maps

Frequently asked questions

Laurel Wealth Advisors is located in San Diego, California, US.
You can reach Laurel Wealth Advisors at +18584591101.
Laurel Wealth Advisors generates an estimated annual revenue of $5,666,666. This revenue figure reflects the company's market position and business performance in its industry.
Laurel Wealth Advisors has an estimated valuation of $18,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Laurel Wealth Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Laurel Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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