Warren Street Wealth Advisors, LLC
Warren Street Wealth Advisors, LLC is an SEC-registered wealth manager in Irvine, CA with $656.1M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Warren Street Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173447, SEC 801-117597, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $656.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 10
- Clients
- 460
- CRD
- 173447
- Ownership
- FACER, CARY, CY WARREN; STREET, BLAKE, MATTHEW CHARLES; TORRES, VERONICA; CABRAL, VERONICA
How much AUM does Warren Street Wealth Advisors, LLC have?
Warren Street Wealth Advisors, LLC reported $656.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Warren Street Wealth Advisors, LLC?
Disclosed owners and executives of Warren Street Wealth Advisors, LLC include FACER, CARY, CY WARREN, STREET, BLAKE, MATTHEW CHARLES, TORRES, VERONICA, CABRAL, VERONICA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.