WARREN STREET WEALTH ADVISORS, LLC

200 Spectrum Center Drive
Suite 300
Irvine, California 92618
Tel: 714-876-6200

About WARREN STREET WEALTH ADVISORS, LLC

WARREN STREET WEALTH ADVISORS, LLC, formally registered with the SEC as WARREN STREET WEALTH ADVISORS, LLC. The firm was established in 11/08/2019. They have over 3 offices throughout the country.

WARREN STREET WEALTH ADVISORS, LLC is a Irvine, California based Financial Planning firm with nearly $457,771,459 assets under management, offering retirement planning & investment advisory services to 1020 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173447
SEC#	801-117597
Assets Managed by Firm	$457,771,459
No. of Clients	1020
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1020	$457,771,459
Individuals (other than high net worth individuals)	274	$176,416,130
High net worth individuals	111	$226,442,165
Pension and profit sharing plans	10	$51,774,936
Charitable organizations	1	$2,416,582

More Retirement Planning firms in Irvine, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Irvine, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.