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| Warren Street Wealth Advisors LLC
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|---|---|
| CRD # | 173447 |
| SEC # | 801-117597 |
| CIK # | 0001703496 |
| AUM | 656.1 M (2026-03-30) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 714-876-6200 |
| Address | 200 Spectrum Center Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 14.5 | ||
| Chevron Corp | 7.9 | ||
| Amgen Inc | 7.3 | ||
| Johnson & Johnson | 7.2 | ||
| Nvidia Corp | 7.1 | ||
| Apple Inc | 4.7 | ||
| Amazon Com Inc | 4.4 | ||
| Alphabet Inc | 3.9 | ||
| Microsoft Corp | 3.1 | ||
| Alphabet Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 207.3 |
| (b) Individuals (high net worth individuals) | 166 | 343.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 43.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 59.6 |
| (h) Charitable organizations | 1 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,272 | 656.1 |
| By Discretionary | ||
| Discretionary | 1,207 | 647.2 |
| Non-Discretionary | 65 | 8.9 |
| Total | 1,272 | 656.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.1 | |
| Total | 1,272 | 656.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001703496] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aries Wealth Management LLC
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|
ME | 658.6 M |
|
Aspen Wealth Management LLC
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Arbor Wealth Advisors LLC
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MI | 657.7 M |
|
Optima Asset Management Inc
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TX | 657.4 M |
|
BMB Advisers LLC
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|
CA | 655.8 M |
|
Rock Point Advisors LLC
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VT | 655.7 M |
|
Cornell Pochily Investment Advisors Inc
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|
NY | 654.4 M |
|
PW Nova Financial Services LLC
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|
PA | 654.3 M |
|
Eagle Wealth Strategies LLC
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|
NJ | 653.8 M |
|
Collaborative Wealth Management Inc
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|
FL | 653.3 M |