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| Happy Holidays!! thanks for using AUM13F!! |
| Warren Street Wealth Advisors LLC
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| CRD # | 173447 |
| SEC # | 801-117597 |
| CIK # | 0001703496 |
| AUM | $457.8 M (2025-05-08) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 714-876-6200 |
| Address | 200 Spectrum Center Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001703496 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 15.9 | ||
| Nvidia Corp | 6.6 | ||
| Chevron Corp | 5.5 | ||
| Microsoft Corp | 4.9 | ||
| Apple Inc | 4.1 | ||
| Tesla Motors Inc | 4.0 | ||
| Amazon Com Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Facebook Inc | 2.3 | ||
| Broadcom Inc | 2.3 | ||
| Alphabet Inc | 1.9 | ||
| Amgen Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 176.4 |
| (b) Individuals (high net worth individuals) | 111 | 226.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 51.8 |
| (h) Charitable organizations | 1 | 2.4 |
| (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 | 2 | 0.7 |
| Total | 1,020 | 457.8 |
| By Discretionary | ||
| Discretionary | 975 | 451.7 |
| Non-Discretionary | 45 | 6.1 |
| Total | 1,020 | 457.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.8 | |
| Total | 1,020 | 457.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001703496] |
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