RIA Intel›Advisers›California›FILIGREE WEALTH ADVISORS, LLC

FILIGREE WEALTH ADVISORS, LLC

Advisory

N·IRVINE, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$209M
1-Year AUM Growth
+13.6%
3-Year CAGR
+4.3%
Employees
3
Assets Under Management
Total AUM$209M
Discretionary AUM$209M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingFeb 1, 2022
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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