FILIGREE WEALTH ADVISORS, LLC
CRD #318729 SEC #801-123362 IRVINE, CA 949-989-2527
SEC Registered
Total AUM
$180.5M
Discretionary
$180.5M
Employees
4
Clients
0
Accounts
42
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $180.5M | $180.5M | $0 | 4 | 1 |
| Mar 2025 | $180.5M | $180.5M | $0 | 4 | 1 |
| Jul 2024 | $178.6M | $178.6M | $0 | 3 | 0 |
| Mar 2024 | $178.6M | $178.6M | $0 | 3 | 0 |
| Mar 2023 | $157.2M | $157.2M | $0 | 3 | 0 |
| Oct 2022 | $154.3M | $154.3M | $0 | 3 | 0 |
| May 2022 | $141.2M | $141.2M | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees4
Clients1
DateJul 2024
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0