# LAGOS WEALTH ADVISORS

LAGOS WEALTH ADVISORS of DIAMOND BAR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 117551
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117551/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117551/similar
- Related entities: https://search.stillhousedata.com/firm/117551/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117551

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.