Filigree Wealth Advisors, LLC

CRD 318729 · Irvine, CA · $209.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 318729
SEC number: 801-123362
Firm type: RIA
Assets under management: $209.1M as of Mar 18, 2026
Website: www.linkedin.com/company/filigree-wealth-advisors ↗
Phone: 949-989-2527
Address: 530 Technology Drive, Irvine, CA, 92618

Advisors at this firm

3 in our index · page 1 of 1

Chris G. DudleyCRD 5117664 · Sisters, OR

IA Registered
Gerald Jay GravesCRD 1327639 · Laguna Niguel, CA

IA Registered

Disclosure event(s) on record
Griffin James GravesCRD 7006384 · Laguna Niguel, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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