WARREN STREET WEALTH ADVISORS, LLC

IRVINE, California·3 registered advisors·CRD# 173447

SEC# 801-1175972714-876-6200

01

Firm Overview

AUM

$358M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WARREN STREET WEALTH ADVISORS, LLC

3 registered advisors

Blake Matthew Charles Street

IRVINE, California

Cary Cy Warren Facer

IRVINE, California

Veronica Cabral

IRVINE, California

05

Office Locations

IRVINE, California

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Data sourced from SEC Form ADV filings. WARREN STREET WEALTH ADVISORS, LLC (CRD# 173447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.