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FILIGREE WEALTH ADVISORS, LLC

IRVINE, CA · CRD 318729 · IAPD ↗ · 949-989-2527

$209.1MRegulatory AUM
3Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — FILIGREE WEALTH ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — FILIGREE WEALTH ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.