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Laguna Wealth Advisors, LLC

EST. AUM
$161,238,425

CONTACTS

CLIENT ACCOUNTS
685

Firm Details

Metro area Los Angeles
CRD Number 167847
Website lagunawealth.com
Client types

Overview

Laguna Wealth Advisors, LLC is a fee-only investment advisory firm based in Dana Point, California. The firm has provided investment advisory services since 2013 and serves individuals, families, business owners, retirement plans, trusts, estates, and other entities. It provides comprehensive portfolio management together with financial planning and consulting. Portfolios are customized according to each client's objectives, financial circumstances, and risk tolerance. LWA provides both discretionary and non-discretionary investment advice and does not restrict its advice to a limited set of investment products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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