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LAGOS WEALTH ADVISORS
LAGOS FINANCIAL & INSURANCE SERVICES, INC.
CRD 117551
1320 VALLEY VISTA DRIVE, SUITE 202, DIAMOND BAR, CA, 91765, United States
Phone
714-940-0888
Fax
714-940-0889
Registration
— (—)
Source
State registered
Total AUM
$64.2M
Discretionary AUM
$50.1M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $19.2M |
| High net worth individuals | 14 | $30.9M |
| Pension/profit sharing plans | 17 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD