Overview
Assets Under Management: $161 million
High-Net-Worth Clients: 46
Average Client Assets: $2.3 million
Frequently Asked Questions
LAGUNA WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167847), LAGUNA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LAGUNA WEALTH ADVISORS, LLC serves 46 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, LAGUNA WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LAGUNA WEALTH ADVISORS, LLC manages $161 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, LAGUNA WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.60%
Average Client Assets: $2.3 million
Total Client Accounts: 685
Discretionary Accounts: 655
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 167847
Filing ID: 2056989
Last Filing Date: 2026-03-05 15:40:51