# Lagos Wealth Advisors

Lagos Wealth Advisors is a Bank / Wealth / Trust based in Diamond Bar, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Diamond Bar, United States
- **Region:** North America
- **Address:** Diamond Bar, CA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** lagosadvisors.com
- **LinkedIn:** linkedin.com/company/lagos-wealth-advisors

## Regulatory record

- **CRD number:** 117551
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117551

## About

Lagos Wealth Advisors was established in 1995 by Alfredo Lagos in Diamond Bar, California. It has operated for three decades as a registered investment adviser serving individuals, high-net-worth families, and small businesses, primarily within the Los Angeles and Inland Empire corridors. The firm's longevity in a market dense with wirehouses and consolidators reflects a durable, relationship-driven model rather than a rapid asset-gathering strategy. The firm constructs equity and fixed-income portfolios using individual securities and third-party funds, while maintaining a distinct allocation to real estate — a common emphasis among West Coast independent advisers with long-tenured local clientele. Its ADV filings indicate a discretionary management posture with no reported participation in institutional private-fund commitments. Alfredo Lagos remains the central investment decision-maker, supported by a small team operating from a single office. The firm has not launched adjacent philanthropic vehicles, lending platforms, or second-generation family-office services under a distinct brand. This lean structure aligns with a classic sole-practitioner RIA model — high personal accountability, no institutional board, and investment policy heavily shaped by the founder's own asset-class convictions. Structurally, the firm differs from the many roll-up RIAs that now dominate Southern California by remaining independent and unaffiliated with aggregator platforms. For a client, that means direct access to a named decision-maker and a portfolio that reflects a single investment philosophy rather than a house model from a distant home office. The succession path is not publicly disclosed, a standard risk factor for advisory practices of this vintage and size.

## Sectors

- Real Estate
- Financials

## Related profiles

- [Lagardère Group](https://altss.com/profile/lagard-re-group)
- [Laidlaw Wealth Management](https://altss.com/profile/laidlaw-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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