Stormbreaker Financial LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Irvine, California
CRD number
339890
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stormbreaker Financial LLC is a small, individual-owned advisory firm organized as a limited liability company that offers portfolio management primarily for individuals and small businesses. The firm’s stated fee model is a percentage of assets under management, indicating a traditional asset-based advisory relationship rather than hourly or flat-fee financial planning. It is not positioned as a capital allocator or pension consultant and is not identified as an active ESG investor. Regulatory and classification fields for the firm are listed as unclassified, and it is not registered as a multi-state adviser. Those markers, combined with the fee structure, suggest the firm is set up to manage client portfolios directly but operates on a limited or local scale rather than as a multi-state or institutional manager.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Gregory Gevorkian

    Gregory Gevorkian

    FounderCRD 8197834

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
200 Spectrum Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth