Warmen & James Private Wealth
Yucaipa, California
Business summary
Warmen & James Private Wealth is a California limited liability company (LLC) located in Yucaipa, CA. It was registered with the California Secretary of State on May 6, 2025 (entity number B20250107406) — more than 1 years ago. It reports its type of business as Financial Services.
Its principal business address is 37110 Oak View Rd, YUCAIPA, CA 92399. The registered agent is Ott, James. The company is manager-managed (more than one manager). Its managers and members include Ott, James (Chief Executive Officer and Manager) and Ott, Ian (Manager).
California LLCs must file a Statement of Information every two years. Warmen & James Private Wealth's most recent Statement of Information (BA20251079183) was filed on May 15, 2025. Its next Statement of Information is due during the filing window ending May 2027.
Frequently asked questions
Is Warmen & James Private Wealth active?
Warmen & James Private Wealth's current status, based on the data provided by the California Secretary of State on October 5, 2026, is active.
When was Warmen & James Private Wealth registered?
Warmen & James Private Wealth was registered with the California Secretary of State on May 6, 2025, more than 1 years ago.
Who is the registered agent for Warmen & James Private Wealth?
The registered agent is Ott, James.
Where is Warmen & James Private Wealth located?
Warmen & James Private Wealth's principal business address is 37110 Oak View Rd, YUCAIPA, CA 92399.
Is Warmen & James Private Wealth in good standing?
Based on the data provided by the California Secretary of State on October 5, 2026, Warmen & James Private Wealth is in good standing — it is in good standing with the Secretary of State and in good standing with the Franchise Tax Board.
When is Warmen & James Private Wealth's next Statement of Information due?
Warmen & James Private Wealth's most recent Statement of Information (BA20251079183) was filed on May 15, 2025. Its next Statement of Information is due during the filing window ending May 2027.
What does Warmen & James Private Wealth do?
Warmen & James Private Wealth reports its type of business to the California Secretary of State as Financial Services.
Who runs Warmen & James Private Wealth?
Warmen & James Private Wealth's managers and members include Ott, James (Chief Executive Officer and Manager) and Ott, Ian (Manager).
Is Warmen & James Private Wealth a legitimate business?
Warmen & James Private Wealth is a registered business entity on file with the California Secretary of State (entity number B20250107406). Based on the data provided by the California Secretary of State on October 5, 2026, its status is active and it is in good standing with the Secretary of State.
Registration details
| Business name | Warmen & James Private Wealth |
|---|---|
| Legal name | Warmen & James Private Wealth LLC |
| Business type | Limited Liability Company |
| LLC management | Manager-Managed (More Than One Manager) |
| Filing type | Domestic |
| Jurisdiction | California |
| Formation State | CA |
| Formation date | 2025-05-06 |
| Document Number | B20250107406 |
| Last SI filing date | 2025-05-15 |
| Last SI filing number | BA20251079183 |
| Status | Active |
| Type of Business | Financial Services |
Standing
| Secretary of State | Good Standing |
|---|---|
| Franchise Tax Board | Good Standing |
| Agent | Good Standing |
| Victims of Corporate Fraud Fund | Good Standing |
Contact Information
37110 Oak View Rd, YUCAIPA, CA 92399
Principals
Ott, James
Roles
- Chief Executive Officer
- Manager
Addresses
- 37110 Oak View Rd, YUCAIPA, CA 92399
Ott, Ian
Roles
- Manager
Addresses
- 37110 Oak View Rd, YUCAIPA, CA 92399
Registered agent
Ott, James
Roles
- Individual Agent
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