← Back to searchVisit website
WARREN STREET WEALTH ADVISORS, LLC
CRD 173447 · SEC 801-117597
200 SPECTRUM CENTER DRIVE, SUITE 300, IRVINE, CA, 92618, United States
Phone
714-876-6200
Fax
714-462-1252
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$656.1M
Discretionary AUM
$647.2M
Team
10 total employees; 7 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; ETF PROFITS AFTER EXPENSES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $207.3M |
| High net worth individuals | 166 | $343.0M |
| Investment companies | 1 | $43.2M |
| Pension/profit sharing plans | 10 | $59.6M |
| Charitable organizations | 1 | $2.9M |
States served
AZ, CA, NE, NV, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD