Warren Street Wealth Advisors, LLC
Warren Street Wealth Advisors, LLC is a registered investment adviser headquartered in Irvine, California, founded in 2015. The firm is organized as a limited liability company under California law and serves primarily individual clients (including high-net-worth individuals) with tailored portfolio management and financial planning services. Warren Street Wealth Advisors employs 9 professionals, operates as a fiduciary, and upholds transparent, fee-only advisory relationships. The firm is led by Blake Street and does not have custody of client funds, maintaining a commitment to financial stability and regulatory compliance.
Investment Strategy
Warren Street Wealth Advisors creates personalized investment strategies based on each client's risk tolerance, investment objectives, and financial goals. The firm primarily manages accounts on a discretionary basis but also provides non-discretionary advisory services. Its core investment approach involves portfolio diversification across equities, corporate debt, mutual funds, ETFs, variable annuities, and life insurance products. There is no minimum required investment, and client portfolios are typically held with major custodians like Schwab and Fidelity. The firm's investment philosophy emphasizes fiduciary responsibility, transparency around fees, and regular account reviews, adapting strategies as clients' needs evolve.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 17.21% | $57.7M | 94,235 | $411.37 | $612.38 | -$30.9M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 12.02% | $40.3M | 640,580 | $62.91 | $62.91 | +$40.3M |
X XSOE | WISDOMTREE TR | 6.55% | $22.0M | 579,265 | $33.74 | $37.94 | +$1.9M |
G GLDM | WORLD GOLD TR | 4.52% | $15.1M | 198,129 | $52.57 | $76.45 | -$787.0K |
G GCC | WISDOMTREE TR | 3.94% | $13.2M | 618,316 | $19.67 | $21.39 | +$564.9K |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | Sold | Call | $985.2K | 46 | $444.72 | $279.05 | -5 | -$634.9K |
N NVDA | NVIDIA CORPORATION | — | Call | $302.4K | 20 | $186.58 | $157.99 | 0 | -$13.6K |
H HOOD | ROBINHOOD MKTS INC | New | Call | $245.1K | 20 | $143.18 | $143.18 | +20 | +$245.1K |
A AMZN | AMAZON COM INC | New | Call | $240.5K | 26 | $219.57 | $219.57 | +26 | +$240.5K |
U UVXY | PROSHARES TR II | New | Call | $80.0K | 400 | $10.44 | $10.44 | +400 | +$80.0K |