WARREN WEALTH MANAGEMENT & TAX PLANNING INC.

WARREN WEALTH MANAGEMENT & TAX PLANNING INC. of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 305992). Regulatory assets under management: $31.3M.

Registration

• CRD: 305992
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305992 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search