RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
DUDLEY, CHRIS, G.IPARTNERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control
GRAVES, GERALD, JAYICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

AZ CA OR

Address

530 TECHNOLOGY DRIVE
STE 100
IRVINE, CA 92618
United States
Phone: 949-989-2527