Lagos Wealth Advisors

Lagos Wealth Advisors (CRD# 117551) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $15,803,750 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $117,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lagos Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Michael W. Lagos
CRD#: 1763163
21700 Copley Drive, Suite 395, Diamond Bar, CA 91765
96
Wealthminder
score

Michael Lagos (CRD# 1763163) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 22 years of experience in the finance industry. Michael Lagos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Justin P. Boren
CRD#: 4054858
Santa Clara, CA
93
Wealthminder
score

Justin Boren (CRD# 4054858) is an Investment Advisor Representative working at Lagos Wealth Advisors in Santa Clara, CA and has over 15 years of experience in the finance industry.

3
Samuel Escobar
CRD#: 4630070
21700 Copley Drive, Suite 395, Diamond Bar, CA 91765
93
Wealthminder
score

Samuel Escobar (CRD# 4630070) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 13 years of experience in the finance industry.

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