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Ward & Associates (Private Wealth Management) Tech Stack

Ward & Associates (Private Wealth Management) uses 3 technology products and services including Microsoft 365, Windows Server, Microsoft IIS, and more. Explore Ward & Associates (Private Wealth Management)'s tech stack below.

Microsoft 365
Email
Windows Server
Operating Systems
Microsoft IIS
Web Servers

Media & News

Ward & Associates (Private Wealth Management)'s Email Address Formats

Ward & Associates (Private Wealth Management) uses at least 1 format(s):

Ward & Associates (Private Wealth Management) Email Formats	Example	Percentage
FLast@wardinvest.com	JDoe@wardinvest.com	36%
First.Last@wardinvest.com	John.Doe@wardinvest.com	14%
FirstLast@wardinvest.com	JohnDoe@wardinvest.com	14%
FLast@wardinvest.com	JDoe@wardinvest.com	36%

Frequently Asked Questions

Where is Ward & Associates (Private Wealth Management)'s headquarters located?

Ward & Associates (Private Wealth Management)'s main headquarters is located at 3525 Del Mar Heights Road #333 San Diego, California United States. The company has employees across 2 continents, including North AmericaEurope.

What is Ward & Associates (Private Wealth Management)'s official website and social media links?

Ward & Associates (Private Wealth Management)'s official website is wardinvest.com and has social profiles on LinkedIn.

What is Ward & Associates (Private Wealth Management)'s NAICS code?

Ward & Associates (Private Wealth Management)'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ward & Associates (Private Wealth Management) have currently?

As of February 2026, Ward & Associates (Private Wealth Management) has approximately 36 employees across 2 continents, including North AmericaEurope. Key team members include Vp Commercial Sales: C. W.President & Wealth Management Advisor: L. M.Partner: B. W.. Explore Ward & Associates (Private Wealth Management)'s employee directory with LeadIQ.

What industry does Ward & Associates (Private Wealth Management) belong to?

Ward & Associates (Private Wealth Management) operates in the Investment Management industry.

What technology does Ward & Associates (Private Wealth Management) use?

Ward & Associates (Private Wealth Management)'s tech stack includes Microsoft 365Windows ServerMicrosoft IIS.

What is Ward & Associates (Private Wealth Management)'s email format?

Ward & Associates (Private Wealth Management)'s email format typically follows the pattern of FLast@wardinvest.com. Find more Ward & Associates (Private Wealth Management) email formats with LeadIQ.

Ward & Associates (Private Wealth Management)

Investment ManagementCalifornia, United States11-50 Employees

Ward & Associates is an independent Registered Investment Advisor serving individuals and families and their related business entities, trusts, estates, charitable foundations and pension and profit sharing plans.
 
We strive to improve people's lives by providing them with sophisticated financial planning and investment management advice that is customized to their unique situation. 

We have aligned our interests with that of our clients by refusing to accept any commissions or other third party compensation. We only recommend products and services based on our belief that they are the best available given the specific situation. 

We are committed to growing our firm through the development of long-standing relationships with quality individuals and families.

Company Overview

Headquarters: 3525 Del Mar Heights Road #333 San Diego, California United States
Website: wardinvest.com
NAICS Code: 5239 - Other Financial Investment Activities
Employees: 11-50