Warren Street Wealth Advisors, LLC

RIASEC Registered

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 RIA and capital allocator that registered with the SEC in 2019. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures.