Warren Street Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 30, 2026, reports $656M in regulatory assets under management, 10 employees, 3 offices, and 1,272 accounts.
Assets Under Management
$656M
Employees
10
Offices
3 offices
Total Clients
461
Primary office
IRVINE, CA
200 SPECTRUM CENTER DRIVE, SUITE 300, IRVINE, CA, United States
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
283
2
HNWI
36.0%
166
3
Pension Plans
2.2%
10
4
Investment Cos.
0.2%
1
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$656Mas of March 30, 2026
Discretionary98.6%
$647M
99% of total RAUM98.6%
Non-discretionary1.4%
$9M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$656M
Total Accounts1,272
10Y AUM Change+$550M (+520.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee46:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.