A complete list of active advisors currently associated with Laguna Wealth Advisors, LLC

Warmer can help you find a great advisor at Laguna Wealth Advisors, LLC or one who fits your needs even better.

Laguna Wealth Advisors, LLC provides comprehensive portfolio management and retirement plan consulting to high‑net‑worth individuals, high‑income professionals, employer plan sponsors, trusts, estates and business entities. Its advisory services encompass tailored asset management across public and private securities — including stocks, bonds, ETFs, mutual funds, options and alternative investments — plus retirement plan services such as investment policy development, monitoring and participant education. The firm builds and continuously monitors portfolios based on each client’s goals, risk tolerance and time horizon, employing a mix of fundamental, technical and charting analysis and both long‑ and short‑term strategies. Notably, Laguna discloses that it may utilize derivatives and borrowing within separately managed accounts — specifically options contracts and margin transactions — while stating that option writing and margin strategies are currently client‑initiated and accompanied by detailed risk disclosures. Compared with many peers, Laguna’s operations include the use of standing third‑party transfer authority for client accounts, a practice that the brochure explains leads the firm to be deemed to have custody but to meet seven conditions that exempt it from the SEC surprise‑exam requirement. The firm also offers ERISA‑aware retirement plan consulting (with potential 3(21) or 3(38) roles) and discloses that some representatives are licensed insurance agents who may receive separate commission-based compensation.

To learn more about the advisors currently working at Laguna Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.