

Laurel Wealth Advisors Revenue
Financial Services • San Diego, California, United States • 11-20 Employees
Laurel Wealth Advisors revenue & valuation
| Annual revenue | $5,666,666 |
| Revenue per employee | $355,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,200,000 |
| Total funding | No funding |
Key Contact at Laurel Wealth Advisors
Lee Tripodi
Managing Director
Company overview
| Headquarters | 8008 Girard Avenue, Suite 330, La Jolla, CA 92037, US |
| Phone number | +18584591101 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2011 |
| Employees | 11-20 |
| 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.
| Format | Example | Percentage |
|---|---|---|
{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
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.
Web servers
Editors
Hosting
Analytics
Maps
Frequently asked questions
4.8
40,000 users



