Mario Donato Zita
Investment adviser representative at Laguna Wealth Advisors, LLC
12 yearsExperience
3 statesRegistered in
$161.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Laguna Wealth Advisors, LLCApr 2019 to now
- Gameday Wealth Group / Bga AgentsJul 2017 to now
- Daniel Wealth AdvisorsOct 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, LA).
Laguna Wealth Advisors, LLC
$161.2MAssets managed
299Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1851838
- Firm CRD
- 167847