Laguna Wealth Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$161M

Discretionary

$161M

100% of AUM

Avg account

$235K

Accounts

685

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 167847
Registered since: January 2, 2024
Website: lagunawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI65.6%
Individuals30.42%
Pension & Profit Sharing Plans2.67%
Corporations / Businesses1.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Laguna Wealth Advisors, LLC is an independent, SEC-registered Registered Investment Advisor organized as an LLC. The firm registered with the SEC in 2024 and is owned by an individual. It serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, and pension consulting. Laguna Wealth does not position itself as an active ESG investor.