FILIGREE WEALTH ADVISORS, LLC

FILIGREE WEALTH ADVISORS, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 318729). Regulatory assets under management: $209.1M.

Registration

• CRD: 318729
• SEC file number: 801-123362
• Type: Registered investment adviser
• Location: 530 TECHNOLOGY DRIVE, STE 100, IRVINE, CA, 92618
• Phone: 949-989-2527
• Latest filing: 2026-03-18
• Regulatory AUM: $209.1M
• Discretionary AUM: $209.1M
• Clients: 3
• Accounts: 212

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318729 on SEC IAPD (source of record)
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