|
⚲
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| Laguna Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 167847 |
| SEC # | 801-129282 |
| CIK # | |
| AUM | $117.2 MM (2024-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-464-4466 |
| Address | 34300 Lantern Bay Drive Dana Point, CA 92629 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 33.1 |
| (b) Individuals (high net worth individuals) | 38 | 60.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 22.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 117.2 |
| By Discretionary | ||
| Discretionary | 525 | 104.9 |
| Non-Discretionary | 42 | 12.3 |
| Total | 567 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.2 | |
| Total | 567 | 117.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RMR Wealth Management
✚
|
NY | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Silicon Private Wealth LLC
✚
|
CA | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
TRU Independence Asset Management 2
✚
|
OR | 0.1 |
|
Desert Rose Capital Management Inc
✚
|
ID | 0.1 |
|
Retirement Income Strategies LLC
✚
|
WI | 0.1 |
|
Bright Investments LLC
✚
|
AL | 0.1 |
|
Riverchase Wealth Management LLC
✚
|
TX | 0.1 |