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LAGUNA WEALTH ADVISORS, LLC

· CRD 167847 · IAPD ↗ · lagunawealth.com · 949 464-4466

$161.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — LAGUNA WEALTH ADVISORS, LLC notice-filed in AZ, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2025 — LAGUNA WEALTH ADVISORS, LLC changed its website from lagunawealthadvisors.com to lagunawealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
November 2024 — LAGUNA WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.