Overview
Assets Under Management: $458 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 111
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,020
Discretionary Accounts: 975
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 173447
Filing ID: 2011259
Last Filing Date: 2025-08-22 11:12:00
Website: https://warrenstreetwealth.com