# Warren Street Wealth Advisors, LLC

> Warren Street Wealth Advisors, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 173447
- Filed as: WARREN STREET WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173447
- AdvisorCensus page: https://advisorcensus.com/firm/warren-street-wealth-advisors-llc-irvine-ca-173447

## Quick answers

**How is Warren Street Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Warren Street Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Warren Street Wealth Advisors, LLC located?**
Warren Street Wealth Advisors, LLC's principal office is in Irvine, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Warren Street Wealth Advisors, LLC registered with the SEC or a state?**
Warren Street Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 173447.

**How much does Warren Street Wealth Advisors, LLC manage?**
Warren Street Wealth Advisors, LLC reports $656,098,135 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Warren Street Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Warren Street Wealth Advisors, LLC: Regulatory assets under management: $188,419,709 in the October 2021 data and $656,098,135 in the October 2026 data, up 248%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Warren Street Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (283); high net worth individuals (166); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Warren Street Wealth Advisors, LLC use?**
Warren Street Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Warren Street Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173447

**What changed in Warren Street Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $457,771,459 to $656,098,135 (+43%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $656,098,135
- Discretionary: $647,163,861
- Non-discretionary: $8,934,274

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 283 | $207,336,420 |
| High net worth individuals | 166 | $342,972,763 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $43,240,800 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $59,614,829 |
| Charitable organizations | 1 | $2,933,323 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NE, NV, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- warrenstreetwealth.com
- Facebook @WARRENSTREETWEALTH
- Instagram @warrenstreetwealth
- X @warrenstreet_WA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $188,419,709 | 8 | August 30, 2021 |
| October 2022 | $273,993,484 | 8 | June 15, 2022 |
| October 2023 | $274,594,987 | 8 | August 23, 2023 |
| October 2024 | $357,840,884 | 8 | August 13, 2024 |
| October 2025 | $457,771,459 | 9 | May 8, 2025 |
| October 2026 | $656,098,135 | 10 | March 30, 2026 |

Regulatory assets under management: $188,419,709 in the October 2021 data and $656,098,135 in the October 2026 data, up 248%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $457,771,459 to $656,098,135 (+43%).

### March 2026
- Employees performing advisory functions went from 10 to 7.

### February 2026
- Added an office in Irvine, CA.
- Registered or notice-filed in CA, NE, NV, NY, TX, WA.

### January 2026
- No longer registered or notice-filed in CA, NE, NV, NY, TX, WA.

### December 2025
- Employees performing advisory functions went from 9 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Warren Street Wealth Advisors, LLC (CRD 173447): Form ADV filing data as of October 2026.