Filigree Wealth Advisors, LLC
● SEC registered since 2022CRD 318729SEC# 801-123362Irvine, CA
Reg. AUM
$209.1M
Employees
3
Accounts
212
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 $209.1 million in regulatory assets under management and employs 3 people.
Filigree Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris G. Dudley Control | Partner | 50-75% | 2022 |
| Gerald Jay Graves Control | Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Filigree Wealth Advisors, LLC manage?
Filigree Wealth Advisors, LLC reports $209.1 million in regulatory assets under management on its Form ADV.
How many employees does Filigree Wealth Advisors, LLC have?
Filigree Wealth Advisors, LLC reports 3 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
| Address | 530 Technology Drive, Ste 100, Irvine, CA 92618 |
| Phone | 949-989-2527 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.1M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$209.1Mregulatory AUM
Discretionary $209.1M