Laguna Wealth Advisors, LLC
Laguna Wealth Advisors, LLC is an SEC-registered mass-market adviser with $161.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Laguna Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167847, SEC 801-129282, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $161.2M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 299
- CRD
- 167847
- Ownership
- LABRIOLA, JOHN, ROBERT
How much AUM does Laguna Wealth Advisors, LLC have?
Laguna Wealth Advisors, LLC reported $161.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Laguna Wealth Advisors, LLC?
Disclosed owners and executives of Laguna Wealth Advisors, LLC include LABRIOLA, JOHN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.