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Building 2LAGUNA WEALTH ADVISORS, LLC

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Phone949 464-4466
NotebookSEC #801-129282
Total AUM
$161.2M
Employees
4
Clients
299

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
949 464-4466
Other Offices
1

ReceiptFinancials

Total AUM
$161.2M
Accounts
685
Discretionary
$161M
Accounts
655
Non-Discretionary
$193.1K
Accounts
30

ContactClients

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Individual Clients
242
AUM
$49M
HNW Individual Clients
46
AUM
$105.8M
Pension/Profit Sharing Plan Clients
3
AUM
$4.3M
Corporation or Business Clients
8
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLATXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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