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WARREN WEALTH MANAGEMENT & TAX PLANNING INC.
CRD 305992
9300 SHELBYVILLE ROAD, SUITE 1204, LOUISVILLE, KY, 40222, United States
Phone
502-339-8255
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.3M
Discretionary AUM
$31.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $23.2M |
| High net worth individuals | 6 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD