Laguna Pointe Wealth Advisors

Financial Services • Mission Viejo, California, United States • 1-10 Employees

Company overview

Headquarters	27201 Puerta Real Ste 300, Mission Viejo , California 92691, US
Phone number	+18558889265
Website	lagunapointewa.com
NAICS	52
SIC	628
Founded	2017
Employees	1-10
Socials

Key Contact at Laguna Pointe Wealth Advisors

Mario Vasquez

President

About Laguna Pointe Wealth Advisors

Welcome to Laguna Pointe Wealth Advisors, we are a Registered Investment Advisor offering comprehensive investment strategies based on timely, unbiased research and industry-leading technology. We proudly serve individuals, businesses and families across the nation. Our first priority is your financial success. We are dedicated to meeting all your financial planning needs. From investments to retirement and estate planning, our range of services are delivered in a comfortable setting. Mario Vasquez is a registered representative with, and securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Laguna Pointe Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Arizona, California, Louisiana, New Mexico, and Utah.

Laguna Pointe Wealth Advisors revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Laguna Pointe Wealth Advisors has never raised funding before.

Frequently asked questions

Laguna Pointe Wealth Advisors is located in Mission Viejo, California, US.

You can reach Laguna Pointe Wealth Advisors at +18558889265.

Laguna Pointe Wealth Advisors was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Laguna Pointe Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Laguna Pointe Wealth Advisors

Mario Vasquez

President

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