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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WARREN STREET WEALTH ADVISORS, LLC

CRD 173447

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b04840ee-af99-6272-a6f0-994bb9248c82

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 5
On other graphs: 0
Observed: Oct 9, 2019 to Mar 30, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.07 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $656MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $647M
Private client RAUM: $550MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $65.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,272
Individual clients: 283
High net worth clients: 166
SEC number: 801-117597
CRD: 173447
Filings on the tape: 34
First filed: Oct 9, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
GIAN KRISTIANO COSTENIERO	n/a	IRVINE, CA	23	2	no
BLAKE MATTHEW CHARLES STREET	Certified Financial Planner\|Chartered Financial Analyst	IRVINE, CA	16	3	no
JUSTIN DENNIS RUCCI	Certified Financial Planner	IRVINE, CA	13	2	no
VERONICA CABRAL	Certified Financial Planner	IRVINE, CA	10	1	no
Phillip Sun Law	Chartered Financial Analyst	IRVINE, CA	10	2	no
Emily Elan Balmages	Certified Financial Planner	IRVINE, CA	14	2	no
LEN CHRIS HANSON	n/a	IRVINE, CA	35	2	no
ALVIN ISIAH KNOX	n/a	IRVINE, CA	18	4	no
JENNIFER SUZANNE HORNER	n/a	IRVINE, CA	26	3	no
Victor M Campos Nunez	Certified Financial Planner	IRVINE, CA	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CABRAL, VERONICA	DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2020	Jan 15, 2020	Nov 6, 2024
STREET, BLAKE, MATTHEW CHARLES	MANAGING MEMBER AND OWNER	E	yes	10/2014	Oct 9, 2019	Nov 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLAKE STREET	n/a	n/a	n/a	Y	yes	n/a
WARREN STREET INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$656M	$647M	10	7	3	n/a	n/a
2024	Feb 3, 2025	$458M	$452M	8	8	2	n/a	n/a
2023	Mar 26, 2024	$358M	$353M	8	8	2	n/a	n/a
2022	Mar 1, 2023	$275M	$262M	7	7	1	n/a	n/a
2021	Mar 28, 2022	$274M	$258M	9	9	1	n/a	n/a
2020	Mar 26, 2021	$188M	$174M	8	8	0	n/a	n/a
2019	Mar 10, 2020	$157M	$149M	8	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	10.0%	1	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$656M	$458M	43.3%	$275M	33.7%	10	8	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Mar 11, 2015	Feb 27, 2015	ORANGE, CA	Team lift out	Other	0.1%

Relationships

Registered with (12)

← Victor M Campos NunezAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← JENNIFER SUZANNE HORNERAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← ALVIN ISIAH KNOXAdvisorregistration: current employment
May 26, 2026 to presentfactForm ADV
← LEN CHRIS HANSONAdvisorregistration: previous registration
Feb 27, 2015 to Dec 31, 2025factForm ADV
← Emily Elan BalmagesAdvisorregistration: previous registration
Oct 17, 2019 to Dec 31, 2025factForm ADV
← GIAN KRISTIANO COSTENIEROAdvisorregistration: previous registration
Mar 24, 2025 to Dec 31, 2025factForm ADV
← BLAKE MATTHEW CHARLES STREETAdvisorregistration: previous registration
Feb 27, 2015 to Dec 31, 2025factForm ADV
← JUSTIN DENNIS RUCCIAdvisorregistration: previous registration
Apr 23, 2018 to Dec 31, 2025factForm ADV
← VERONICA CABRALAdvisorregistration: previous registration
May 5, 2017 to Dec 31, 2025factForm ADV
← Phillip Sun LawAdvisorregistration: previous registration
Aug 20, 2025 to Dec 31, 2025factForm ADV
← BRYAN ANTHONY CASSICKAdvisorregistration: previous registration
Jun 15, 2023 to Dec 31, 2025factForm ADV
← AILEEN LAU DANLEYAdvisorregistration: previous registration
May 4, 2016 to Apr 4, 2018factForm ADV

Controls (2)

← STREET, BLAKE, MATTHEW CHARLESOwnerMANAGING MEMBER AND OWNER, ownership code E, individual
Oct 9, 2019 to Nov 6, 2024factForm ADV
← CABRAL, VERONICAOwnerDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 15, 2020 to Nov 6, 2024factForm ADV

Moved with (1)

← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out
Mar 11, 2015 to Feb 27, 2015factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Warren Street Wealth Advisors, Llc reported RAUM $656.1M, up 43% from $457.8M (2026-02-18 to 2026-03-30)
Form ADVobserved 6 days ago
$198M
Occurred
Dec 31, 2025
Advisor changed firm
Bryan Anthony Cassick left Warren Street Wealth Advisors, Llc for Falcon Wealth Planning, Inc. (registered 2026-05-12)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2024
Control person left
Cy Warren Cary Facer (Managing Member And Owner) no longer on Schedule A of Warren Street Wealth Advisors, Llc (listed 2024-03-26, absent 2024-06-05)
Form ADVobserved 6 days ago
Occurred
Jan 15, 2020
Control person joined
Veronica Torres (Director Of Operations) appeared on Schedule A of Warren Street Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Oct 9, 2019
First Form ADV filing
Warren Street Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b04840ee-af99-6272-a6f0-994bb9248c82
First observed: Oct 9, 2019
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WARREN STREET WEALTH ADVISORS, LLC

CRD 173447

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b04840ee-af99-6272-a6f0-994bb9248c82

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GIAN KRISTIANO COSTENIERO

n/a

IRVINE, CA

BLAKE MATTHEW CHARLES STREET

Certified Financial Planner|Chartered Financial Analyst

IRVINE, CA

JUSTIN DENNIS RUCCI

Certified Financial Planner

IRVINE, CA

VERONICA CABRAL

Certified Financial Planner

IRVINE, CA

Phillip Sun Law

Chartered Financial Analyst

IRVINE, CA

Emily Elan Balmages

Certified Financial Planner

IRVINE, CA

LEN CHRIS HANSON

n/a

IRVINE, CA

ALVIN ISIAH KNOX

n/a

IRVINE, CA

JENNIFER SUZANNE HORNER

n/a

IRVINE, CA

Victor M Campos Nunez

Certified Financial Planner

IRVINE, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CABRAL, VERONICA

DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER

yes

01/2020

Jan 15, 2020

Nov 6, 2024

STREET, BLAKE, MATTHEW CHARLES

MANAGING MEMBER AND OWNER

yes

10/2014

Oct 9, 2019

Nov 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLAKE STREET

n/a

yes

n/a

WARREN STREET INSURANCE SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$656M

$647M

n/a

2024

Feb 3, 2025

$458M

$452M

n/a

2023

Mar 26, 2024

$358M

$353M

n/a

2022

Mar 1, 2023

$275M

$262M

n/a

2021

Mar 28, 2022

$274M

$258M

n/a

2020

Mar 26, 2021

$188M

$174M

n/a

2019

Mar 10, 2020

$157M

$149M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$656M

$458M

43.3%

$275M

33.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 11, 2015

Feb 27, 2015

ORANGE, CA

Team lift out

Other

0.1%