Warren Street Wealth Advisors, LLC

RIASEC RegisteredEst. 2019
Total AUM
$656M
Discretionary
$647M
99% of AUM
Avg account
$516K
Accounts
1,272
Employees
10
Advisory reps
10

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 functions as a capital allocator for both individual/family and institutional clients. The firm is structured as an LLC and has been SEC‑registered since 2019. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses, corporations and investment companies, pension consulting and the selection of other advisers. Fee arrangements are flexible and include percentage of assets under management, hourly and fixed fees. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 18%, State & Local Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities18%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Alvin Knox

    Alvin Knox

    CoordinatorCRD 6778023

  • Veronica Cabral

    Veronica Cabral

    Director of Operations & Chief Compliance OfficerCRD 6792562

Contacts

3 of 8
  • Blake Street

    Blake Street

    Founding PartnerCRD 5639290

  • Jennifer Horner

    Jennifer Horner

    Operations & Compliance AssociateCRD 3244558

  • Emily Balmages

    Emily Balmages

    Director of Financial PlanningCRD 7134262

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 148

Active vs passive

$809M in ETFs

Passive

86%

$693M

Active

7%

$116M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$62.6M91,1127.73%
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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