Laguna Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$154,820,976
Clients
288
Advisors
4
across 3 offices
About
Laguna Wealth Advisors serves high‑net‑worth and individual clients, qualified retirement plans, business entities, trusts and individuals nearing or in retirement. The firm offers comprehensive portfolio management, retirement plan consulting, third‑party money manager/SMA selection and oversight, and standalone estate‑planning services facilitated through Wealth.com.
LWA manages portfolios using a mix of fundamental, technical, charting and cyclical analysis and tailors allocations to clients’ objectives, risk tolerances and liquidity needs. The firm regularly uses third‑party SMA relationships and discloses that, in certain client‑directed situations, borrowing (margin) and derivatives (including options) may be used within separately managed accounts, with such strategies identified as client‑initiated and subject to monitoring.
A noteworthy operational feature is that LWA’s representatives are licensed insurance agents who write non‑registered insurance and annuity business with PKS Financial Services Inc. and may receive referral compensation for structured settlements, which creates additional compensation sources beyond asset‑based advisory fees. The firm also emphasizes SMA oversight and custodial relationships that provide institutional services and benefits to the adviser, and recently added facilitated estate‑planning services via Wealth.com.
Client services
Expertise
Fee options
Estate Planning services flat fees up to $4,000, with retainers not exceeding $1,200.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.65%
Insurance commissions earned by firm representatives are separate and in addition to advisory fees.
Main office
See officeDana Point CA
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Florida · Louisiana · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan L
Series 65
Fountain Valley, CA
Laguna Wealth Advisors, LLC
Ryan Labriola is a financial advisor at Laguna Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at the Fountain Valley Skating Center. Laguna Wealth Advisors serves high-net-worth and individual clients, qualified retirement plans, business entities, trusts, and individuals nearing or in retirement. The firm provides comprehensive portfolio management, retirement plan consulting, third-party money manager selection and oversight, and estate-planning services, employing a mix of fundamental, technical, charting, and cyclical analysis tailored to clients’ objectives and risk tolerances.
Mario Z
Series 63, Series 66
Dana Point, CA
Laguna Wealth Advisors, LLC
Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Merrill, Daniel Wealth Advisors, and GameDay Wealth Group. Outside of his advisory role, he owns two companies focused on Italian pasta sauce development and creative media projects. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, offering comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental, technical, and cyclical analysis and incorporates third-party SMA relationships tailored to client objectives and risk tolerances.
John L
CFP®, Series 63, Series 66
Dana Point, CA
Laguna Wealth Advisors, LLC
John Labriola is a CFP® practitioner with over thirty-two years of experience in the financial industry. He has been with Laguna Wealth Advisors, LLC since 2013 and previously worked at Sagent Wealth Management and Merrill. Outside of finance, he is involved as president and partial owner of Fountain Valley Skating Center, a recreational roller skating facility. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental and technical analysis with tailored client allocations and incorporates third-party SMA oversight in its investment approach.
Isaiah R
Series 66
Irvine, CA
Laguna Wealth Advisors, LLC
Isaiah Real is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, Miramontes Capital, and UBS Financial Services. He serves as president of the California State University, Fullerton Alumni Finance Association, where he helps alumni engage with the business school and its students. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and clients nearing or in retirement. The firm offers portfolio management, retirement plan consulting, third-party money manager selection, and estate-planning services, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerances.
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