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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Filigree Wealth Advisors LLC
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|---|---|
| CRD # | 318729 |
| SEC # | 801-123362 |
| CIK # | |
| AUM | $180.5 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-989-2527 |
| Address | 530 Technology Drive Irvine, CA 92618 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 5.6 |
| (b) Individuals (high net worth individuals) | 24 | 174.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 180.5 |
| By Discretionary | ||
| Discretionary | 42 | 180.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 180.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.5 | |
| Total | 42 | 180.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bravias Capital Group LLC
✚
|
NJ | 0.2 |
|
Balanced Financial Planning Inc
✚
|
KS | 0.2 |
|
Rayburn West Financial Services LLC
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|
TN | 0.2 |
|
East Guilford Financial Services LLC
✚
|
CT | 0.2 |
|
Executive Financial Services Inc
✚
|
MI | 0.2 |
|
Capital Asset Management Inc
✚
|
OH | 0.2 |
|
Henson-Edgewater Management LLC
✚
|
OH | 0.2 |
|
Blong Financial LLC
✚
|
TN | 0.2 |
|
Flagship Capital Management Inc
✚
|
PA | 0.2 |
|
Simplified Wealth Management LLC
✚
|
MS | 0.2 |