SEC Form ADV

FILIGREE WEALTH ADVISORS, LLC

Registered Investment AdviserCA
$209.1M
Assets Under Management
212
Total Clients
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Registration Details

Accession
CRD-318729
Location
IRVINE, CA
Filing Date
March 18, 2026
AUM
$209.1M
Total Clients
212
Amendment
No

About this Adviser

FILIGREE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in IRVINE, CA, managing approximately $209.1M in assets across 212 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.