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LAGUNA WEALTH ADVISORS, LLC
CRD 167847 · SEC 801-129282
AZ, United States
Phone
949 464-4466
Fax
949 464-4466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.2M
Discretionary AUM
$161.0M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $49.0M |
| High net worth individuals | 46 | $105.8M |
| Pension/profit sharing plans | 3 | $4.3M |
| Corporations/business entities | 8 | $2.1M |
States served
AZ, CA, LA, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD