What is Advantage Wealth Advisors's NAICS code?

Advantage Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale Advantage Wealth Advisors operates with a small team, indicating a potential need for scalable, outsourced solutions or partner platforms to support growth, compliance, and client service capabilities without overstaffing.

Independent support As a registered representative affiliated with LPL Financial, there is an opportunity to offer technology, research, and practice management tools that complement the existing custodial and advisory framework, potentially enhancing advisor efficiency and client outcomes.

Digital reach Presence across numerous states suggests demand for robust, compliant digital engagement, marketing automation, CRM integration, and analytics to manage multi-state client onboarding and regulatory requirements.

Moderate revenue Reported revenue in the $1M–$10M range indicates room for mid-market financial tech solutions, from portfolio analytics and performance reporting to scaled onboarding and client experience enhancements.

Tech stack fit Current technologies (Drupal, PHP, Google Analytics, LinkedIn integration) point to potential value in modernizing marketing automation, client portal experiences, and data-driven attribution to attract high-net-worth prospects and deepen client engagement.

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Advantage Wealth Advisors Tech Stack

Advantage Wealth Advisors uses 8 technology products and services including iCIMS, Drupal, jQuery, and more. Explore Advantage Wealth Advisors's tech stack below.

iCIMS
Applicant Tracking Systems
Drupal
Content Management System
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
PHP
Programming Languages
Google Tag Manager
Tag Management
Piwik PRO Core
Web Analytics
GoDaddy
Web Hosting

Advantage Wealth Advisors's Email Address Formats

Advantage Wealth Advisors uses at least 4 email formats:

Advantage Wealth Advisors Email Formats	Example	Percentage
First@advantagewealth.com	John@advantagewealth.com	40%
FLast@advantagewealth.com	JDoe@advantagewealth.com	20%
First.Last@advantagewealth.com	John.Doe@advantagewealth.com	20%
Middle@advantagewealth.com	Michael@advantagewealth.com	20%

Frequently Asked Questions

What is Advantage Wealth Advisors's official website and social media links?

Advantage Wealth Advisors's official website is advantagewealth.com and has social profiles on LinkedIn.

How much revenue does Advantage Wealth Advisors generate?

As of August 2026, Advantage Wealth Advisors's annual revenue is estimated to be $1M - $10M.

What is Advantage Wealth Advisors's SIC code and NAICS code?

Advantage Wealth Advisors's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Advantage Wealth Advisors have currently?

As of August 2026, Advantage Wealth Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Lpl Wealth Manager: D. P. Explore Advantage Wealth Advisors's employee directory with LeadIQ.

What industry does Advantage Wealth Advisors belong to?

Advantage Wealth Advisors operates in the Financial Services industry.

What technology does Advantage Wealth Advisors use?

Advantage Wealth Advisors's tech stack includes iCIMS, Drupal, jQuery, Lightbox, PHP, Google Tag Manager, Piwik PRO Core and GoDaddy.

What is Advantage Wealth Advisors's email format?

Advantage Wealth Advisors's email format typically follows the pattern of First@advantagewealth.com. Find more Advantage Wealth Advisors email formats with LeadIQ.

Advantage Wealth Advisors

Q: How many employees does Advantage Wealth Advisors have currently?

Advantage Wealth Advisors has approximately 4 employees.

Q: What technology does Advantage Wealth Advisors use?

Advantage Wealth Advisors's tech stack includes LinkedIn Profile Widget, X-Content-Type-Options, Lightbox, Glyphicons, gstatic.com.

Financial ServicesCalifornia, United States2-10 Employees

Advantage Wealth Advisors operates in the financial services sector, offering investment advice through a registered investment advisor that functions as a separate entity from its custodial partner. The firm provides guidance to clients likely seeking structured, professional financial planning and investment strategies, with registered representatives handling securities through a national broker-dealer network. Based in Alamo, California, the company serves a broad set of states and positions itself within the U.S. advisory and brokerage landscape as a small professional practice. With a lean team, it operates under the oversight of a registered broker-dealer and an associated investment adviser structure, aiming to deliver personalized financial guidance to individuals and households in need of coordinated investment and wealth management support.