What is Ward Aguilar Financial, Inc.'s NAICS code?

Ward Aguilar Financial, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche boutique Premium solution based financial planning and wealth management with a focus on customized strategies for families, businesses, and foundations presents a targeted opportunity to offer high-touch advisory services and scalable wealth transfer planning.

Ultra small team Headcount of zero to one implies a lean operation with potential demand for outsourced compliance, back-office, and technology-enabled advisory platforms, enabling partnerships or white-label solutions to expand capacity.

Tech stack light Limited technology footprint (Google AdSense and Nginx) signals an openness to modern digital tools for client onboarding, CRM integration, portfolio management, and digital marketing to boost client acquisition.

Revenue under a million Sub-$1M annual revenue suggests focus on scalable, high-margin offerings, targeted prospecting to high-net-worth individuals, and opportunities to upsell advanced planning, tax optimization, and family office services.

Market context Competitor landscape features large incumbents with vast resources; potential to differentiate through personalized education programs, family governance, and customized wealth transfer strategies to win affluent clients seeking tailored attention.

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Ward Aguilar Financial, Inc. Tech Stack

Ward Aguilar Financial, Inc. uses 2 technology products and services including Google AdSense, Nginx, and more. Explore Ward Aguilar Financial, Inc.'s tech stack below.

Google AdSense
Advertising
Nginx
Web Servers

Ward Aguilar Financial, Inc.'s Email Address Formats

Ward Aguilar Financial, Inc. uses at least 0 email formats:

Ward Aguilar Financial, Inc. Email Formats	Example	Percentage

Frequently Asked Questions

What is Ward Aguilar Financial, Inc.'s phone number?

You can contact Ward Aguilar Financial, Inc.'s main corporate office by phone at

+1-949-645-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ward Aguilar Financial, Inc.'s official website and social media links?

Ward Aguilar Financial, Inc.'s official website is wafinancialinc.com and has social profiles on LinkedIn.

How much revenue does Ward Aguilar Financial, Inc. generate?

As of July 2026, Ward Aguilar Financial, Inc.'s annual revenue is estimated to be <$1M.

What is Ward Aguilar Financial, Inc.'s SIC code and NAICS code?

Ward Aguilar Financial, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Ward Aguilar Financial, Inc. have currently?

As of July 2026, Ward Aguilar Financial, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Managing Director: C. A. Explore Ward Aguilar Financial, Inc.'s employee directory with LeadIQ.

What industry does Ward Aguilar Financial, Inc. belong to?

Ward Aguilar Financial, Inc. operates in the Financial Services industry.

What technology does Ward Aguilar Financial, Inc. use?

Ward Aguilar Financial, Inc.'s tech stack includes Google AdSense and Nginx.

Ward Aguilar Financial, Inc.

Q: How many employees does Ward Aguilar Financial, Inc. have currently?

Ward Aguilar Financial, Inc. has approximately 1 employees.

Q: What industry does Ward Aguilar Financial, Inc. belong to?

Ward Aguilar Financial, Inc. operates in the Financial Services industry.

Q: What technology does Ward Aguilar Financial, Inc. use?

Ward Aguilar Financial, Inc.'s tech stack includes Nginx, Google AdSense.

Financial ServicesCalifornia, United States0-1 Employees

Ward Aguilar Financial, Inc. is a financial services firm based in Newport Beach, California. It focuses on solution-based financial planning and wealth management, tailoring strategies to individual and organizational needs. The company aims to help families, their businesses, and foundations organize and solidify financial objectives while planning for wealth growth and transfer to the next generation. Its offerings span tax and financial planning, portfolio management, and personalized educational programs. 

The firm has a very small team and operates from a single office in Newport Beach. The service model combines planning, asset management, and educational components to support clients over time.