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| Keyboard |
| Filigree Wealth Advisors LLC
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|---|---|
| CRD # | 318729 |
| SEC # | 801-123362 |
| CIK # | |
| AUM | 209.1 M (2026-03-18) |
| Employees | 3 (100% 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 | 5.8 |
| (b) Individuals (high net worth individuals) | 27 | 203.3 |
| (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 | 212 | 209.1 |
| By Discretionary | ||
| Discretionary | 212 | 209.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 209.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.1 | |
| Total | 212 | 209.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crescent Sterling Ltd
✚
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LA | 210.2 M |
|
Alcosta Capital Management Inc
✚
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CA | 210.2 M |
|
Sander Capital Advisors Inc
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WA | 210.0 M |
|
Treetop Wealth Management LLC
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|
IL | 210.0 M |
|
Magellan Planning Group Inc
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|
GA | 210.0 M |
|
Gouws Capital LLC
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|
NC | 209.9 M |
|
Shellman Investment Management LLC
✚
|
FL | 209.6 M |
|
Zimmermann Alan L
✚
|
209.2 M | |
|
Cannon Beach Consultants Inc
✚
|
CA | 209.2 M |
|
Golden Bell Financial Planning LLC
✚
|
208.6 M |