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Warren Street Wealth Advisors, LLC CRD 173447
$656M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied Company | Irvine | CA | 04/2003 | 12/2024 |
| Goldman Sachs & Co. Llc | Newport Beach | CA | 01/2021 | 12/2024 |
| Warren Street Wealth Advisors, Llc | Irvine | CA | 03/2025 | Present |
| Warren Street Wealth Advisors, Llc | Irvine | CA | 02/2025 | Present |
(1) Musician; Organization's primary address is in Irvine, CA. Organization is not primarily engaged in investment-related activity. Start date is August 1, 2010. Six hours per month. Duties include acting as a drummer for a band. (2) Owner at Photography Services, a photography service and sales company. Organization's primary address is in Irvine, CA. Organization is not primarily engaged in investment-related activities. Start date is on January 1st, 2011. Ten hours per month. Duties include shooting, editing, printing, and selling photographs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-04 |
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