Filigree Wealth Advisors, LLC
Filigree Wealth Advisors, LLC is an SEC-registered wealth manager in Irvine, CA with $209.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Filigree Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318729, SEC 801-123362, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $209.1M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 3
- Clients
- 45
- CRD
- 318729
- Ownership
- DUDLEY, CHRIS, G.; GRAVES, GERALD, JAY
How much AUM does Filigree Wealth Advisors, LLC have?
Filigree Wealth Advisors, LLC reported $209.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Filigree Wealth Advisors, LLC?
Disclosed owners and executives of Filigree Wealth Advisors, LLC include DUDLEY, CHRIS, G., GRAVES, GERALD, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.