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Laguna Wealth Advisors, LLC

● SEC registered since 2024CRD 167847SEC# 801-129282
Export (members)
Reg. AUM
$129.1M
Employees
3
Accounts
595
Location

Laguna Wealth Advisors, LLC assets under management

Laguna Wealth Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $129.1 million in regulatory assets under management and employs 3 people.

Laguna Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Robert Labriola ControlManaging Member & Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Laguna Wealth Advisors, LLC manage?

Laguna Wealth Advisors, LLC reports $129.1 million in regulatory assets under management on its Form ADV.

How many employees does Laguna Wealth Advisors, LLC have?

Laguna Wealth Advisors, LLC reports 3 employees.

Does Laguna Wealth Advisors, LLC disclose fund performance?

Laguna Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone949 464-4466
Fax949 464-4466
Office hours8a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115.8M
Non-discretionary$13.4M
Total (RAUM)$129.1M