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Lagos Wealth Advisors

Headquartered in DIAMOND BAR, CA

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Firm Information

Lagos Wealth Advisors is a financial advisory firm with a focus on portfolio management for individuals and pensions. With over $45 million in regulatory assets under management, they specialize in serving high-net-worth individuals, pension and profit-sharing plans, and other individuals. The firm also offers selection of other advisors as part of their services.

Lagos Wealth Advisors

$45.75M

Assets Under Management

131

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LAGOS WEALTH ADVISORS has a total of 2 branch locations across the country.
location

DIAMOND BAR, CA

location

San Jose, CA

Advisors at Lagos Wealth Advisors

View All 3 Advisors
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Michael William Lagos

CFP®, RA

DIAMOND BAR, CA

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Justin Peter Boren

RA

DIAMOND BAR, CA

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Samuel Escobar

RA

DIAMOND BAR, CA

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Disclosures

There are no public disclosures for Lagos Wealth Advisors.

Frequently Asked Questions (9)

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