# WARREN WEALTH MANAGEMENT & TAX PLANNING INC.

WARREN WEALTH MANAGEMENT & TAX PLANNING INC. of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 305992
- Type: SEC-registered investment adviser
- Location: 9300 SHELBYVILLE ROAD, LOUISVILLE, KY, 40222
- Phone: 502-339-8255
- Latest filing: 2026-03-12
- Regulatory AUM: $31.3M
- Discretionary AUM: $31.3M
- Clients: 1
- Accounts: 193

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305992/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305992/similar
- Related entities: https://search.stillhousedata.com/firm/305992/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305992

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.