CRD: 173447
Warren Street Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2015
- Office Locations
- 1
Office Locations
About Warren Street Wealth Advisors, LLC
Warren Street Wealth Advisors is a fee-only, fiduciary CFP® RIA (founded 2015) providing ongoing financial planning with retirement, tax, and estate planning support. The firm builds client portfolios using public funds and ETFs and serves both retail and institutional relationships. Primary custody includes Charles Schwab and Fidelity/NFS, supported by a team-based service model for proactive plan monitoring.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BLAKE MATTHEW CHARLES STREET
Managing Member, Owner
- CRD
- #5639290
- Ownership
- 75% or more
VERONICA CABRAL
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #6792562
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Emily Elan Balmages
--
- CRD
- #7134262
GIAN KRISTIANO COSTENIERO
--
- CRD
- #4691970
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $647,163,861 | $536,176 |
| Non-Discretionary | $8,934,274 | $137,450 |
| Total | $656,098,135 | $515,800 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing