Filigree Wealth Advisors, LLC

Filigree Wealth Advisors, LLC (CRD# 318729) is a financial advisory firm headquartered in Irvine, CA. They manage $178,610,796 in 180 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
530 Technology Drive, Ste 100, Irvine, CA 92618
https://www.filigreeadvisors.com/
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $992,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR

Financial Advisors at Filigree Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Chris Dudley, financial advisor Sisters OR
Chris G. Dudley
CRD#: 5117664
Sisters, OR

Chris Dudley (CRD# 5117664) is an Investment Advisor Representative working at Filigree Wealth Advisors, LLC in Sisters, OR and has 1 year of experience in the finance industry.

2
Gerald Graves, financial advisor Laguna Niguel CA
Gerald J. Graves
CRD#: 1327639
Laguna Niguel, CA

Gerald Graves (CRD# 1327639) is an Investment Advisor Representative working at Filigree Wealth Advisors, LLC in Laguna Niguel, CA and has over 38 years of experience in the finance industry.

3
Griffin Graves, financial advisor Irvine CA
Griffin J. Graves
CRD#: 7006384
530 Technology Drive, Ste 100, Irvine, CA 92618

Griffin Graves (CRD# 7006384) is an Investment Advisor Representative working at Filigree Wealth Advisors, LLC in Irvine, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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