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FILIGREE WEALTH ADVISORS, LLC
CRD 318729 · SEC 801-123362
530 TECHNOLOGY DRIVE, STE 100, IRVINE, CA, 92618, United States
Phone
949-989-2527
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.1M
Discretionary AUM
$209.1M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $5.8M |
| High net worth individuals | 27 | $203.3M |
States served
AZ, CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD