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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Laguna Wealth Advisors LLC
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| CRD # | 167847 |
| SEC # | 801-129282 |
| CIK # | |
| AUM | $129.1 M (2025-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 949-464-4466 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 35.7 |
| (b) Individuals (high net worth individuals) | 38 | 68.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 23.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 129.1 |
| By Discretionary | ||
| Discretionary | 545 | 115.8 |
| Non-Discretionary | 50 | 13.4 |
| Total | 595 | 129.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.1 | |
| Total | 595 | 129.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ironoak Wealth LLC
✚
|
TX | 0.1 |
|
Smith WYND Capital LLC
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|
TN | 0.1 |
|
TAM Capital Management Inc
✚
|
0.1 | |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.1 |
|
Providence Wealth Management LLC
✚
|
TN | 0.1 |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 0.1 |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
HOFF Brothers LLC
✚
|
WI | 0.1 |
|
Heritage Capital LLC
✚
|
CT | 0.1 |
|
Safe Harbor Wealth Advisors LLC
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|
OH | 0.1 |