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Warren Street Wealth Advisors, LLC

● SEC registered since 2019CRD 173447SEC# 801-117597Irvine, CA
Export (members)
Reg. AUM
$457.8M
Employees
10
Accounts
1,020
Location
Irvine, CA

Warren Street Wealth Advisors, LLC assets under management

Warren Street Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2019. It reports $457.8 million in regulatory assets under management and employs 10 people.

Warren Street Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Blake Matthew Charles Street ControlManaging Member And OwnerOver 75%2014
Veronica Cabral ControlDirector Of Operations And Chief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Warren Street Wealth Advisors, LLC manage?

Warren Street Wealth Advisors, LLC reports $457.8 million in regulatory assets under management on its Form ADV.

How many employees does Warren Street Wealth Advisors, LLC have?

Warren Street Wealth Advisors, LLC reports 10 employees.

Where is Warren Street Wealth Advisors, LLC located?

Warren Street Wealth Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2019.

Does Warren Street Wealth Advisors, LLC disclose fund performance?

Warren Street Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Spectrum Center Drive, Suite 300, Irvine, CA 92618
Phone714-876-6200
Fax714-462-1252
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$451.7M
Non-discretionary$6.1M
Total (RAUM)$457.8M