Laguna Wealth Advisors, LLC
Laguna Wealth Advisors, LLC (CRD# 167847) is a financial advisory firm headquartered in Dana Point, CA. They manage $81,435,917 in 348 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management81MILLION
Total Number of Accounts348ACCOUNTS
Average Account Value$234,011
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Labriola (CRD# 2308699) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Aliso Viejo, CA and has over 25 years of experience in the finance industry. John Labriola 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.
Isaiah Real (CRD# 5917996) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 3 years of experience in the finance industry.