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| Keyboard |
| Laguna Wealth Advisors LLC
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|---|---|
| CRD # | 167847 |
| SEC # | 801-129282 |
| CIK # | |
| AUM | 161.2 M (2026-03-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 949-464-4466 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 49.0 |
| (b) Individuals (high net worth individuals) | 46 | 105.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 685 | 161.2 |
| By Discretionary | ||
| Discretionary | 655 | 161.0 |
| Non-Discretionary | 30 | 0.2 |
| Total | 685 | 161.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 160.7 | |
| Total | 685 | 161.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FLFS Advisory LLC
✚
|
NY | 161.5 M |
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 161.5 M |
|
PIAR LLC
✚
|
161.5 M | |
|
Farnam Financial LLC
✚
|
AZ | 161.4 M |
|
TFS Advisors LLC
✚
|
WA | 161.2 M |
|
Sieben Wealth Planning LLC
✚
|
161.2 M | |
|
Newground Social Investment SPC
✚
|
WA | 161.1 M |
|
Williams Wealth Management Group Inc
✚
|
FL | 161.0 M |
|
Broadwater Capital Management LLC
✚
|
MA | 161.0 M |
|
Lauer Wealth LLC
✚
|
IN | 160.9 M |