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LAGUNA WEALTH ADVISORS, LLC
Investment Advice
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Assets Under Management
$129.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 115.8M |
| Non-Discretionary | 13.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 167847 |
| SEC Number | 801-129282 |
| Phone | 949 464-4466 |
| Fax | 949 329-1284 |
| Total Employees | 3 |
Client Count by Type (236 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 183 |
| High Net Worth Individual… | 38 |
| Corporations/Businesses | 10 |
| Pension/Profit Sharing Pl… | 5 |
County data not available for this organization.