LAGOS WEALTH ADVISORS

Overview

Lagos Wealth Advisors operates as a fee-based wealth manager that combines advisory portfolio management with broker-dealer and insurance-broker capabilities. The firm uses a percentage-of-AUM fee model and acts as a capital allocator, directing client capital across liquid public securities, mutual funds and externally managed real-estate strategies. Its advisory services include portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, which indicates a blend of discretionary portfolio implementation and advisory oversight for third-party managers. Investment activity is concentrated on exchange-traded equities as the primary building block for client portfolios, with mutual funds used for broad diversification and third-party real-estate managers providing alternative exposure. Because the firm is also registered as a broker-dealer representative and insurance broker, its solutions typically include insurance-linked products alongside traditional asset management. The firm’s posture is not marketed as an active ESG investor and its filing indicates it operates within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices