Warren Street Wealth Advisors, LLC
California
Registered In
09/22/2014
Incorp. Date
Company Summary
Warren Street Wealth Advisors, LLC at 4041 Macarthur Blvd 400, Newport Beach, Ca 92660 lists Blake Street of Newport Beach, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Blake Street
Individual Agent
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12251 VISTA PANORAMA, SANTA ANA, CA 92705
(View Past Addresses)
|
|
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Blake Street
Manager
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4041 MACARTHUR BLVD 400, NEWPORT BEACH, CA 92660
(View Past Addresses)
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Showing current associates only (2 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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4041 MACARTHUR BLVD 400, NEWPORT BEACH, CA 92660
View Map
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Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Warren Street Wealth Advisors, LLC
Form 5500
WARREN STREET WEALTH ADVISORS, LLC
18575 Jamboree Road STE 600, Irvine, Ca 92612 (714) 876-6200 EIN:47-1978730 Plan Admin:Blake Street| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWARREN STREET WEALTH 401(K) & PS PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$936,416 / $998,442 | 2022 | WARREN STREET WEALTH 401(K) & PS PLAN - Plan #001 | 11 / 13 | $936,416 / $998,442 |
| 2021 | Plan NameWARREN STREET WEALTH 401(K) & PS PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$630,399 / $936,416 | 2021 | WARREN STREET WEALTH 401(K) & PS PLAN - Plan #001 | 10 / 10 | $630,399 / $936,416 |
| 2020 | Plan NameWARREN STREET WEALTH 401(K) & PS PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$359,125 / $630,399 | 2020 | WARREN STREET WEALTH 401(K) & PS PLAN - Plan #001 | 9 / 9 | $359,125 / $630,399 |
| 2019 | Plan NameWARREN STREET WEALTH 401(K) & PS PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$186,020 / $359,125 | 2019 | WARREN STREET WEALTH 401(K) & PS PLAN - Plan #001 | 6 / 9 | $186,020 / $359,125 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WARREN STREET WEALTH ADVISORS, LLC
17822 E 17th St, Tustin, Ca 92780-2140 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$154,800 Forgiven$156,848 LenderAmerican Business Bank Jobs6 | 04/14/2020 | $154,800 | $156,848 | American Business Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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Address Match:4041 Macarthur Blvd 400 Newport Beach, CA
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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