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).
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Total Assets Under Management179MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$992,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, 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.
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.
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.