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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2013
- Office Locations
- 4
Office Locations
About Laguna Wealth Advisors, LLC
Laguna Wealth Advisors, LLC is a boutique RIA providing personalized financial planning and investment advisory for select individuals, families, and business owners. The team delivers written plans, a systematic approach to active management, and regular communication to support wealth creation, growth, and preservation. As a fiduciary, it emphasizes conservative stewardship and uses Charles Schwab as custodian with a client portal for access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN ROBERT LABRIOLA
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2308699
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Joseph Labriola
Investment Advisor
- CRD
- #8157575
ISAIAH ALEXANDER REAL
Financial Advisor
- CRD
- #5917996
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,045,309 | $245,871 |
| Non-Discretionary | $193,116 | $6,437 |
| Total | $161,238,425 | $235,385 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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