RIA Intel›Advisers›California›WARREN STREET WEALTH ADVISORS, LLC

WARREN STREET WEALTH ADVISORS, LLC

Advisory

N·IRVINE, CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$458M
1-Year AUM Growth
+30.3%
3-Year CAGR
+23.1%
Employees
7
Assets Under Management
Total AUM$458M
Discretionary AUM$452M
Non-Discretionary AUM$6M
Discretionary %98.7%
Total Clients400
Team
Total Employees7
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingOct 9, 2019
Latest FilingFeb 18, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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