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WARREN STREET WEALTH ADVISORS, LLC

IRVINE, CA · CRD 173447 · IAPD ↗ · 714-876-6200

$656.1MRegulatory AUM
7Advisory reps
10Employees
10Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — WARREN STREET WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — WARREN STREET WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($457.8M -> $656.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
March 2026 — WARREN STREET WEALTH ADVISORS, LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
February 2026 — WARREN STREET WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2026 — WARREN STREET WEALTH ADVISORS, LLC notice-filed in CA, NE, NV, NY, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — WARREN STREET WEALTH ADVISORS, LLC reported RAUM up 28% ($357.8M -> $457.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
September 2024 — WARREN STREET WEALTH ADVISORS, LLC moved its main office from NEWPORT BEACH, CA to IRVINE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
64
April 2024 — WARREN STREET WEALTH ADVISORS, LLC reported RAUM up 30% ($274.6M -> $357.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.