Insights

Niche Market Focus Ward Aguilar Financial specializes in personalized financial planning and wealth management solutions for high-net-worth individuals, families, and foundations, indicating an opportunity to target clients seeking tailored financial services.

Small Scale Operations With a very limited staff of fewer than one employee, the company is likely in early stages or operating as a boutique firm, presenting an opportunity for scalable service offerings or partnership solutions.

Market Positioning Positioned amidst industry giants with revenues up to $10 billion and thousands of employees, Ward Aguilar Financial can benefit from targeting niche segments or leveraging specialized services to differentiate itself.

Digital Presence Utilizing tools like Google AdSense and Nginx suggests a focus on online engagement and digital marketing, providing opportunities to enhance digital strategies for client acquisition or lead generation.

Growth Potential Given the company's manageable revenue range and specialized service offerings, there is potential for expansion into new markets or service areas, especially by integrating advanced financial technologies or strategic collaborations.

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

Media & News

Ward Aguilar Financial, Inc.'s Email Address Formats

Ward Aguilar Financial, Inc. uses at least 1 format(s):
Ward Aguilar Financial, Inc. Email FormatsExamplePercentage

Frequently Asked Questions

Where is Ward Aguilar Financial, Inc.'s headquarters located?

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Ward Aguilar Financial, Inc.'s main headquarters is located at 1101 Dove Street Suite 100 Newport Beach, California 92660 United States. The company has employees across 1 continents, including North America.

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

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

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

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

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

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

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

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

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

What technology does Ward Aguilar Financial, Inc. use?

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

Ward Aguilar Financial, Inc.

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.

Section iconCompany Overview

Headquarters
1101 Dove Street Suite 100 Newport Beach, California 92660 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Ward Aguilar Financial, Inc.'s revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Ward Aguilar Financial, Inc.'s revenue is estimated to be in the range of $1M

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