Emily E. Balmages

WARREN STREET WEALTH ADVISORS

IRVINE, CA 92618

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CRD#: 7134262

Professional summary

Emily Elan Balmages, CFP®, who also goes by Emily E Balmages, Emily Elan Hahn, is a registered financial advisor currently at WARREN STREET WEALTH ADVISORS, LLC located in Irvine, California.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Emily has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily E Balmages | Emily Elan Hahn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Elan Balmages's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 17, 2019 - Present

WARREN STREET WEALTH ADVISORS, LLC

Office #1: 200 Spectrum Center Drive Suite 300, Irvine, CA 92618

RIA

CRD#: 173447

IRVINE, CA

Past

June 6, 2019 - October 23, 2019

TARBOX FAMILY OFFICE, INC.

RIA

CRD#: 106079

Newport Beach, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WARREN STREET WEALTH ADVISORS, LLC

WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447 / SEC#: 801-117597

RIA

Registered Investment Advisory firm - (11/8/2019 Approved)

California

Registered Investment Advisory firm - (2/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WARREN STREET WEALTH ADVISORS, LLC

WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447 / SEC#: 801-117597

RIA

Registered Investment Advisory firm - (11/8/2019 Approved)

California

Registered Investment Advisory firm - (2/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2020 Terminated)

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Contact information

Main Address

200 Spectrum Center Drive Suite 300, Irvine, CA 92618

Mailing Address

Phone number

(714) 876-6200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WARREN STREET WEALTH ADVISORS, LLC ADV PART 2A BROCHURE (2/3/2025)

Regulatory assets under management

Total Number of Accounts	1,020
AUM (Assets Under Management)	$ 457,771,459

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Emily E. Balmages

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Elan Balmages's CRS (Customer Relationship Summary).

Certified licenses

Experience

WARREN STREET WEALTH ADVISORS, LLC

TARBOX FAMILY OFFICE, INC.

Primary Firm SEC Registration

WARREN STREET WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

WARREN STREET WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WARREN STREET WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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