FILIGREE WEALTH ADVISORS, LLC

530 Technology Drive
Ste 100
Irvine, California 92618
Tel: 949-989-2527

About FILIGREE WEALTH ADVISORS, LLC

FILIGREE WEALTH ADVISORS, LLC, formally registered with the SEC as FILIGREE WEALTH ADVISORS, LLC. The firm was established in 03/03/2022. They have over 1 offices throughout the country.

FILIGREE WEALTH ADVISORS, LLC is a Irvine, California based Financial Planning firm with nearly $178,610,796 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318729
SEC#	801-123362
Assets Managed by Firm	$178,610,796
No. of Clients	180
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	180	$178,610,796
Individuals (other than high net worth individuals)	17	$6,136,810
High net worth individuals	26	$172,430,354

More Retirement Planning firms in Irvine, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Irvine, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.