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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • 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.


Financial Advisors at Laguna Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
John R. Labriola
CRD#: 2308699
120 Vantis, #300, Aliso Viejo, CA 92656

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 A. Real
CRD#: 5917996
Dana Point, CA

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.

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