CRD: 305992
Warren Wealth Management & TAX Planning Inc.
$31.3M Total AUM
$31.3M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-07-2020
- Office Locations
- 1
Office Locations
9300 Shelbyville Road Suite 1204 Louisville KY
About Warren Wealth Management & TAX Planning Inc.
Warren Wealth is an independent fiduciary RIA in Louisville, KY that combines investment management with tax-centric, integrated planning. The firm coordinates portfolios, retirement income, Social Security strategy, and estate planning to reduce taxes and improve alignment across a client’s financial life. Retail-focused and custodied at Altruist, led by Marcus G. Warren.
Team overview
-- AVG AGE
$31.3M AVG AUM / ADVISOR
$386.4K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARCUS GEORGE WARREN
Chief Compliance Officer, Financial Professional, President
- CRD
- #4522297
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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