Laguna Wealth Advisors, LLC

Overview

Laguna Wealth Advisors, LLC is an independent registered investment adviser that opened under SEC registration in 2024 and operates as a limited liability company owned by an individual. The firm serves both individual and family clients and institutional clients, charging fees tied to assets under management. Its advisers provide financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Laguna is not flagged as an active ESG investor. Investment policy skews toward pooled public vehicles and third‑party managed strategies rather than concentrated single‑stock bets. The firm relies heavily on external managers for alternative exposures and appears to blend traditional mutual fund investments with targeted allocations to private market and hedge strategies to meet client objectives across income, growth, and liability‑driven mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices