Laguna Wealth Advisors, LLC
● SEC registered since 2024CRD 167847SEC# 801-129282
Reg. AUM
$161.2M
Employees
4
Accounts
685
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 $161.2 million in regulatory assets under management and employs 4 people.
Laguna Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Labriola Control | Managing Member & Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Laguna Wealth Advisors, LLC manage?
Laguna Wealth Advisors, LLC reports $161.2 million in regulatory assets under management on its Form ADV.
How many employees does Laguna Wealth Advisors, LLC have?
Laguna Wealth Advisors, LLC reports 4 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
| Phone | 949 464-4466 |
| Fax | 949 464-4466 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161.2M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$161.2Mregulatory AUM
Discretionary $161MNon-discretionary $193K