Warren Street Wealth Advisors, Llc
- Regulatory AUM
- $656M
- Discretionary
- $647M
- Clients
- 461
- Avg AUM / client
- $1.4M
- Accounts
- 1,272
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 283 | $207M | 31.6% |
| High net worth individuals | 166 | $343M | 52.3% |
| Investment companies | 1 | $43.2M | 6.59% |
| Pension and profit sharing plans | 10 | $59.6M | 9.09% |
| Charitable organizations | 1 | $2.9M | 0.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Perceptyx, Inc. 401(k) Profit Sharing Plan Perceptyx, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blake Matthew Charles Street | Managing Member And Owner | CFP CFA | Oct 2014 (12y) | 75% or more |
| Veronica Cabral | Director Of Operations And Chief Compliance Officer | CFP | Jan 2020 (7y) | Less than 5% |
| Gian Kristiano Costeniero | Registered representative | Feb 2026 (0y) | ||
| Justin Dennis Rucci | Registered representative | CFP | Feb 2026 (0y) | |
| Phillip Sun Law | Registered representative | CFA | Feb 2026 (0y) | |
| Emily Elan Balmages | Registered representative | CFP | Feb 2026 (0y) | |
| Len Chris Hanson | Registered representative | Feb 2026 (0y) | ||
| Alvin Isiah Knox | Registered representative | May 2026 (0y) | ||
| Jennifer Suzanne Horner | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Perceptyx, Inc. 401(k) Profit Sharing Plan | Perceptyx, Inc. | 289 | $29.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • ETF PROFITS AFTER EXPENSES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $488M (74% of AUM) Mar 2026
- Charles Schwab & Co. $67.2M (10% of AUM) Mar 2026
- Ascensus, Inc. $35.5M (8% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗