Laguna Wealth Advisors, LLC
Laguna Wealth Advisors, LLC (CRD# 167847) is a financial advisory firm headquartered in Dana Point, CA. They manage $117,245,129 in 567 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management117MILLION
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Total Number of Accounts567ACCOUNTS
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Average Account Value$206,782
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, TX
John Labriola (CRD# 2308699) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 31 years of experience in the finance industry.
Isaiah Real (CRD# 5917996) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 9 years of experience in the finance industry.
Mario Zita (CRD# 1851838) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 35 years of experience in the finance industry.