FILIGREE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$209,136,489
Discretionary
$209,136,489
Non-discretionary
$0
Firm details
- CRD number
- 318729
- SEC file number
- 801-123362
- Main office
- IRVINE, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.