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).

Current Firm Details
24551 Del Prado, Unit 930, Dana Point, CA 92629
http://www.lagunawealthadvisors.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    567
    ACCOUNTS
  • Average Account Value
    $206,782
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Laguna Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Labriola, financial advisor Dana Point CA
John R. Labriola
CRD#: 2308699
Dana Point, CA

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.

2
Isaiah Real, financial advisor Dana Point CA
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 9 years of experience in the finance industry.

3
Mario Zita, financial advisor Dana Point CA
Mario D. Zita
CRD#: 1851838
Dana Point, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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