Isaiah Real has been an investment adviser representative at Laguna Wealth Advisors since December 2017, and is not listed among the firm’s executive officers or direct owners. Isaiah Real holds a B.A. in Business with a concentration in Finance from California State University, Fullerton.
Laguna Wealth Advisors, LLC is a firm with $161M under management, 299 clients and 4 advisers across 2 offices, as of its July 2026 filing.
Isaiah Real is a Wealth Management Advisor of Laguna Wealth Advisors, LLC, based in South Orange County, California. He has over 10 years of experience in financial planning and investment management and specializes in helping retirees and those preparing for retirement. He began his career at a national brokerage firm before moving to the independent advisory space.
Isaiah Real’s longest registration is the current one, 8 years at Laguna Wealth Advisors since 2017. Before joining Laguna Wealth Advisors in 2017, Isaiah Real was registered through Miramontes Capital, LLC and UBS Financial Services Inc.
- Laguna Wealth Advisors, LLCCurrent– present · 8 yearsIrvine, CA · Adviser representative · Firm CRD 167847
- Miramontes Capital, LLC– · 2 yearsIrvine, CA · Adviser representative · Firm CRD 264786
- UBS Financial Services Inc.– · under a yearBrea, CA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Laguna Wealth Advisors
- CFP®
Investment adviser representative registrations
Isaiah Real is registered as an investment adviser representative in California, since December 2017.
- CaliforniaSince 4 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 January 2015 |
| Series 7 | General Securities Representative Examination | 9 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Isaiah Alexander Real
- CRD
- 5917996
- Firm
- Laguna Wealth Advisors · CRD 167847
- Office
- 300 Spectrum Center, Suite 400, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lagunawealth.com
Where does Isaiah Real work?
Isaiah Real is an investment adviser representative registered through Laguna Wealth Advisors, LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Isaiah Real a financial advisor?
Yes. Isaiah Real has a current investment-adviser registration in California, through Laguna Wealth Advisors since December 2017.
How many years of experience does Isaiah Real have?
Isaiah Real has 12 years in the financial industry, since October 2014, across 3 adviser firms.
What exams has Isaiah Real passed?
Isaiah Real has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2014. FINRA credited Isaiah Real with the SIE, which began in October 2018.
Where did Isaiah Real work before Laguna Wealth Advisors?
Before Laguna Wealth Advisors, Isaiah Real was registered through UBS Financial Services Inc., January 2015 to July 2015.
Where is Isaiah Real based?
Isaiah Real’s registered office is in Irvine, CA.
Is Isaiah Real registered with FINRA?
No. Isaiah Real has no current broker registration.
Is Isaiah Real a CFP?
Laguna Wealth Advisors lists Isaiah Real with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Isaiah Real’s record?
Search CRD 5917996 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaiah Real’s full registration record.
