LAGOS WEALTH ADVISORS

LAGOS WEALTH ADVISORS of DIAMOND BAR, CA is an SEC-registered investment adviser (CRD 117551). Regulatory assets under management: $64.2M.

Registration

• CRD: 117551
• Type: Registered investment adviser
• Location: 1320 VALLEY VISTA DRIVE, DIAMOND BAR, CA, 91765
• Phone: 714-940-0888
• Latest filing: 2026-03-31
• Regulatory AUM: $64.2M
• Discretionary AUM: $50.1M
• Non-discretionary AUM: $14.1M
• Clients: 4
• Accounts: 143

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117551 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search