WARREN STREET WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$656M

Discretionary

$647M

99% of AUM

Avg account

$516K

Accounts

1,272

Employees

Advisory reps

Firm details

Headquarters: IRVINE, California
CRD number: 173447
Registered since: November 8, 2019
Website: www.warrenstreetwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI52.27%
Individuals31.6%
Pension & Profit Sharing Plans9.09%
Investment Companies6.59%
Charitable Organizations0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Warren Street Wealth Advisors, LLC is an independent registered investment adviser that manages discretionary portfolios for individual and family clients as well as institutions. The firm acts as a capital allocator, blending in-house portfolio management with selection of third‑party managers and external funds. Their advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection-of-other-advisers work for clients who require outsourced manager decisions. Investment activity is centered on broad public-market exposure, with a clear tilt toward pooled public funds and ETFs. The firm does not present itself as an ESG-focused investor. In practice Warren Street uses a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, which supports both ongoing portfolio management and project-based planning engagements.