# Laguna Financial Advisory

Laguna Financial Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149757
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149757

## About

Laguna Financial Advisory is a state-registered investment adviser in Laguna Hills, CA. The firm manages $94 million in assets, $91 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Laguna Financial Advisory?

No named investment decision-makers are publicly available for Laguna Financial Advisory. The firm does not disclose its principals or CIO on any public channel. Allocation decisions are inferred to be made internally by a managing principal or investment committee, per industry norms for multi-family offices.

### What is the wealth origin of families served by Laguna Financial Advisory?

The source of wealth for families served by Laguna Financial Advisory is not publicly disclosed. The firm's website and LinkedIn do not exist, and no press coverage details the origin of their clients' fortunes.

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Last updated: 2026-07-06T01:24:19.979Z

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