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Filigree Wealth Advisors, LLC

● SEC registered since 2022CRD 318729SEC# 801-123362Irvine, CA
Export (members)
Reg. AUM
$180.5M
Employees
4
Accounts
42
Location
Irvine, CA

Filigree Wealth Advisors, LLC assets under management

Filigree Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2022. It reports $180.5 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/filigree-wealth-advisorsView on SEC.gov ↗

Filigree Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chris G. Dudley ControlPartner50-75%2022
Gerald Jay Graves ControlChief Compliance Officer50-75%2022

Frequently asked questions

How much does Filigree Wealth Advisors, LLC manage?

Filigree Wealth Advisors, LLC reports $180.5 million in regulatory assets under management on its Form ADV.

How many employees does Filigree Wealth Advisors, LLC have?

Filigree Wealth Advisors, LLC reports 4 employees.

Where is Filigree Wealth Advisors, LLC located?

Filigree Wealth Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2022.

Does Filigree Wealth Advisors, LLC disclose fund performance?

Filigree Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address530 Technology Drive, Ste 100, Irvine, CA 92618
Phone949-989-2527
Office hours5-Sep
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.5M
Non-discretionary$0
Total (RAUM)$180.5M