Warren Street Wealth Advisors, LLC
● SEC registered since 2019CRD 173447SEC# 801-117597Irvine, CA
Reg. AUM
$656.1M
Employees
10
Accounts
1,272
Location
Irvine, CA
Warren Street Wealth Advisors, LLC assets under management
Warren Street Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2019. It reports $656.1 million in regulatory assets under management and employs 10 people.
Warren Street Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Matthew Charles Street Control | Managing Member And Owner | Over 75% | 2014 |
| Veronica Cabral Control | Director Of Operations And Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Warren Street Wealth Advisors, LLC manage?
Warren Street Wealth Advisors, LLC reports $656.1 million in regulatory assets under management on its Form ADV.
How many employees does Warren Street Wealth Advisors, LLC have?
Warren Street Wealth Advisors, LLC reports 10 employees.
Where is Warren Street Wealth Advisors, LLC located?
Warren Street Wealth Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2019.
Does Warren Street Wealth Advisors, LLC disclose fund performance?
Warren Street Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Spectrum Center Drive, Suite 300, Irvine, CA 92618 |
| Phone | 714-876-6200 |
| Fax | 714-462-1252 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$656.1M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$656.1Mregulatory AUM
Discretionary $647.2MNon-discretionary $8.9M