Filigree Wealth Advisors, LLC

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Client assets under management

$209,136,489

Clients

60% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$4,647,478

About

Filigree Wealth Advisors provides discretionary investment management and standalone financial planning and consulting to individuals (including high‑net‑worth clients), trusts and estates, retirement plans, and business entities. Investment management includes portfolios of individual stocks, bonds, ETFs, options, mutual funds and private securities, while financial planning services cover retirement, estate, tax and corporate planning, cost segregation studies, mortgage/debt and insurance analysis.

The firm’s investment approach emphasizes asset allocation and a source‑of‑returns analysis that weighs risk, structure and managers’ competitive advantage, with ongoing monitoring and periodic rebalancing. Filigree implements portfolios both directly and through third‑party separately managed accounts, discloses potential allocations to private equity and notes that borrowing (margin) may be used in client brokerage accounts.

Distinctive aspects of the firm include managing $209,136,489 for a relatively small client base (45 clients), and a brochure disclosure that the firm presents performance and hypothetical performance information in its materials and may employ borrowing in managed accounts—practices that are uncommon among similar supported firms. The combination of delegated third‑party manager relationships and a broad suite of business‑oriented planning services (e.g., corporate structure and tax planning) may be relevant for clients seeking integrated wealth and business advisory support.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management General tax planning

Fee options

Fixed

Flat fees charged for financial planning and consulting services; retainer not exceeding $1,200 when services exceed 6 months

Percentage

Maximum 0.90% annually, billed quarterly in arrears, negotiable

Project-based

Maximum hourly fee $500

Other

Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis; maximum hourly fee $500; retainer not exceeding $1,200 when services exceed 6 months

Main office location

Filigree Wealth Advisors, LLC

530 Technology Drive, Ste 100

Irvine CA 92618, United States

Number of offices

Most active in

Arizona · California · Oregon · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 949-989-2527

Advisors at this firm

Griffin G

CFP®, Series 66

Irvine, CA

Filigree Wealth Advisors, LLC

Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management General tax planning

Chris D

CFP®

Sisters, OR

Filigree Wealth Advisors, LLC

Chris Dudley is a CFP® professional with 15 years of industry experience, currently serving at Filigree Wealth Advisors, LLC since 2022. His prior experience includes roles at Congress Wealth Management, LLC and Boston Private Wealth LLC. Outside of financial advising, Dudley serves as Interim CEO and Chairman of the Board at Diabetomics, Inc., Chairman of the Board at Covidyx, Inc., and is the President and Founder of the Chris Dudley Foundation, which supports individuals living with Type 1 Diabetes. Filigree Wealth Advisors provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a comprehensive investment approach that includes in-house portfolio management, third-party money managers, and a focus on asset allocation and compensated risk factors.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management General tax planning

Gerald G

Series 63, Series 66

Irvine, CA

Filigree Wealth Advisors, LLC

Gerald Graves is a financial advisor at Filigree Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Congress Wealth Management, LLC and Boston Private Wealth LLC. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses both in-house portfolio management and third-party money managers, emphasizing asset allocation and risk analysis across a broad range of investment types.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management General tax planning

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