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Lagos Wealth Advisors

Lagos Wealth Advisors. CRD 117551

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CRD: 117551

Lagos Wealth Advisors

Diamond BAR, CA, 91765
7149400888
lagosadvisors.com
$64.2M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
4 Employees
143 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Assetmark · Pershing · Trust Company OF America
Clients
Retail and Institutional
Platforms
GlacierElement focus
Established Date
08-05-1996
Office Locations
2

Office Locations

1320 Valley Vista Drive Suite 202 Diamond BAR CA
-- SAN Jose CA

About Lagos Wealth Advisors

Lagos Wealth Advisors is a boutique, fiduciary wealth management firm serving business owners, individuals and families, and allied professionals. The team builds diversified portfolios with institutional investment managers and provides coordinated planning across retirement plan services, advanced estate planning (tax, asset protection, life insurance), and risk management. A differentiator for partners: it operates as a licensed insurance agency, enabling integrated insurance solutions alongside advice.

Team overview

-- AVG AGE
$21.4M AVG AUM / ADVISOR
$448.7K AVG AUM / CLIENT
24.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Signal Radial frontier Eagle

Client Personas

Oak vector Summit

CRM

North

Custodian

Meridian Fusion horizon Beacon vertex Momentum Pioneer focus

Investment Themes

Vertex focus Harbor focus Vertex

Investment Vehicles

Fusion optima

Platform

Beacon beacon

Services

Harbor pathway Capital frontier Capital ridge Pathway Foundation Fusion pathway Vector Beacon Ridge delta

Technology

Frontier ridge Matrix

Owner & Executives

MICHAEL WILLIAM LAGOS

MICHAEL WILLIAM LAGOS

Director of Client Services, President

CRD
#1763163
Ownership
75% or more
(913) 967-9729
crest.element@unisoncapital.com
in linkedin.com/in/alpha-signal
JUSTIN PETER BOREN

JUSTIN PETER BOREN

Chief Compliance Officer

CRD
#4054858
Ownership
Less than 5%
(615) 861-3824
alpha.foundation@legacycapital.com
in linkedin.com/in/quantum-vital

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Contacts

SAMUEL ESCOBAR JR

SAMUEL ESCOBAR JR

--

CRD
#4630070
(479) 818-7962
delta.timber@legacycapital.com
in linkedin.com/in/capital-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $50,090,776 --
Non-Discretionary $14,071,583 --
Total $64,162,359 --

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Separately Managed Accounts

Total SMA Asset: $64,162,359

$64.2M Total SMA
Equity - Exchange:
8.9%
Public Funds:
8.1%
Private Funds:
4.9%
Corporate - Investment Grade:
20.4%
Corporate - Non-Investment Grade:
24.2%
Municipal Bonds:
4.2%
U.S. Government/Agency:
6.2%
Cash:
23.1%
Asset class Assets Assets %
Equity - Exchange $514,445,297 8.9%
Public Funds $468,203,023 8.1%
Private Funds $283,233,928 4.9%
Corporate - Investment Grade $1,179,177,984 20.4%
Corporate - Non-Investment Grade $1,398,828,785 24.2%
Municipal Bonds $242,771,938 4.2%
U.S. Government/Agency $358,377,623 6.2%
Cash $1,335,245,658 23.1%
Total $5,780,284,236 100.0%

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