Insights

Market Focus SoCal Boutique fee-only wealth manager serving high-net-worth clients in Southern California since 2004; growth opportunities through local referrals, strategic partnerships with private banks, accountants, and family offices in the SoCal market.

Lean Growth Engine Lean staffing paired with mid-market revenue signals a need for scalable, outsource-friendly back-office and technology solutions to support growth without immediate hiring.

Tech Modernization Tech stack shows cloud hosting, analytics, and web technologies; opportunity to offer secure client portals, planning software integrations, and automated reporting to improve efficiency and client experience.

Compliance and Security Sensitive financial data and fiduciary duties underline a priority for enhanced cybersecurity, data privacy, and regulatory-compliant hosting and reporting services.

Service Expansion Partners Full-spectrum services including retirement, tax, insurance, and estate planning present avenues for partnerships with insurers, tax specialists, and estate-planning vendors to broaden service depth and cross-sell to high-net-worth clients.

PGP Wealth Services Tech Stack

PGP Wealth Services uses 8 technology products and services including Open Graph, oEmbed, Font Awesome, and more. Explore PGP Wealth Services's tech stack below.

Open Graph

Content Management System

oEmbed

Dev Tools

Font Awesome

Font Scripts

Google Fonts API

Font Scripts

Google Cloud

Infrastructure As A Service

Socket.io

Javascript Frameworks

Google Analytics

Web Analytics

Nginx

Web Servers

Frequently Asked Questions

Where is PGP Wealth Services's headquarters located?

PGP Wealth Services's main headquarters is located at 849 Amherst Drive Burbank, California 91504 United States. The company has employees across 1 continents, including North America.

What is PGP Wealth Services's official website and social media links?

PGP Wealth Services's official website is pgpwealthservices.com and has social profiles on LinkedIn.

What is PGP Wealth Services's NAICS code?

PGP Wealth Services's NAICS code is 52 - Finance and Insurance.

How many employees does PGP Wealth Services have currently?

As of January 2026, PGP Wealth Services has approximately 1 employees across 1 continents, including North America. Key team members include Partner: T. R. P.. Explore PGP Wealth Services's employee directory with LeadIQ.

What industry does PGP Wealth Services belong to?

PGP Wealth Services operates in the Financial Services industry.

What technology does PGP Wealth Services use?

PGP Wealth Services's tech stack includes Open GraphoEmbedFont AwesomeGoogle Fonts APIGoogle CloudSocket.ioGoogle AnalyticsNginx.

When was PGP Wealth Services founded?

PGP Wealth Services was founded in 2009.

PGP Wealth Services

Q: How many employees does PGP Wealth Services have currently?

PGP Wealth Services has approximately 1 employees.

Q: What technology does PGP Wealth Services use?

PGP Wealth Services's tech stack includes jQuery, Node.js, RSS, Font Awesome, Nginx.

Q: What is PGP Wealth Services's NAICS code?

PGP Wealth Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States0-1 Employees

PGP Wealth Services, LLC is a full-spectrum, "fee-only" financial planning and private wealth management firm headquartered in Burbank, California.
 
Our mission is threefold:  Protect, Grow and Preserve our clients' wealth.  
 
Since 2004 our founder, Troy Peterson, has been providing retirement, tax, insurance and estate planning services to high net worth clients throughout Southern California.  We have developed a reputation for professional excellence through the high quality of services we perform for our clients.

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