# Laurel Wealth Advisors

Laurel Wealth Advisors is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** laurelwa.com
- **LinkedIn:** https://www.linkedin.com/company/laurel-wealth-advisors-inc-

## Regulatory record

- **CRD number:** 118469
- **SEC file number:** 801-69151
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118469

## About

Robert E. Lee established Laurel Wealth Advisors in Charlotte in 2007, building a registered investment adviser that served local individuals and businesses with financial planning, retirement planning, and investment management. The firm operated independently for sixteen years before its acquisition. The firm's investment approach centered on traditional wealth management—constructing portfolios for clients using primarily mutual funds, ETFs, and separately managed accounts. Laurel Wealth focused on retirement-income planning, tax-aware withdrawal strategies, and general financial counseling for a client base concentrated in the Carolinas. In 2023, Integrated Partners—a Waltham, Massachusetts-based hybrid RIA platform—acquired Laurel Wealth Advisors. Integrated Partners reported overseeing approximately $15 billion in advisory assets as of early 2026. The acquisition adds a Charlotte presence to Integrated's footprint of over 150 advisors across the United States, extending its geographic reach into the Southeast. Laurel Wealth's structure as an acquired practice within a larger platform is its defining characteristic. The firm retains its local brand and client relationships while accessing Integrated Partners' centralized compliance, technology, and operational infrastructure—a common architecture for advisor teams that want independence from wirehouses without building back-office functions from scratch.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Is Laurel Wealth Advisors independent or part of a larger organization?

Laurel Wealth Advisors has been a subsidiary of Integrated Partners since 2023. Integrated Partners is a hybrid RIA platform headquartered in Waltham, Massachusetts, with over 150 advisors nationwide. The acquisition structure allows Laurel Wealth to retain its brand and local client relationships while utilizing Integrated's compliance and operational infrastructure.

### What is Laurel Wealth Advisors' assets under management?

Laurel Wealth Advisors does not publicly disclose its assets under management. Its parent company, Integrated Partners, reported approximately $15 billion in total advisory assets as of early 2026. Laurel Wealth's contribution to that total is not separately reported.

### What types of clients does Laurel Wealth Advisors serve?

The firm serves individuals and businesses, with a focus on financial planning, retirement planning, and investment management. Its client base is concentrated in the Carolinas, reflecting its Charlotte headquarters and local market orientation.

## Related profiles

- [Laureate Wealth Management (LWM)](https://altss.com/profile/laureate-wealth-management-lwm)
- [Laurel Wealth Planning](https://altss.com/profile/laurel-wealth-planning)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://laurelwa.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/118469
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/laurel-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology