# Filigree Wealth Advisors, LLC

> Filigree Wealth Advisors, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 318729
- Filed as: FILIGREE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318729
- AdvisorCensus page: https://advisorcensus.com/firm/filigree-wealth-advisors-llc-irvine-ca-318729

## Quick answers

**How is Filigree Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Filigree Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Filigree Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states); Hourly rate: $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Filigree Wealth Advisors, LLC located?**
Filigree Wealth Advisors, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Filigree Wealth Advisors, LLC registered with the SEC or a state?**
Filigree Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318729.

**How much does Filigree Wealth Advisors, LLC manage?**
Filigree Wealth Advisors, LLC reports $209,136,489 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Filigree Wealth Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Filigree Wealth Advisors, LLC: Regulatory assets under management: $141,155,000 in the October 2022 data and $209,136,489 in the October 2026 data, up 48%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Filigree Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (18).

**Which custodians does Filigree Wealth Advisors, LLC use?**
Filigree Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Filigree Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318729

**Does Filigree Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Our firm generally requires a minimum account balance of $1,000,000 for engaging our firm for services. However, our firm reserves the right to waive this minimum at our discretion."

**What changed in Filigree Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $180,493,287 to $209,136,489 (+16%). Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 0.90%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our firm generally requires a minimum account balance of $1,000,000 for engaging our firm for services. However, our firm reserves the right to waive this minimum at our discretion.

- Hourly rate: $500 an hour (financial planning and consulting services)

> Our firm charges on an hourly or flat fee basis for financial planning and consulting services. ... Our maximum hourly fee is $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $209,136,489
- Discretionary: $209,136,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,808,017 |
| High net worth individuals | 27 | $203,328,472 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- filigreeadvisors.com
- LinkedIn @filigree-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $141,155,000 | 3 | May 20, 2022 |
| October 2023 | $157,238,999 | 3 | March 6, 2023 |
| October 2024 | $178,610,796 | 3 | July 31, 2024 |
| October 2025 | $180,493,287 | 4 | March 31, 2025 |
| October 2026 | $209,136,489 | 3 | March 18, 2026 |

Regulatory assets under management: $141,155,000 in the October 2022 data and $209,136,489 in the October 2026 data, up 48%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $180,493,287 to $209,136,489 (+16%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Filigree Wealth Advisors, LLC (CRD 318729): Form ADV filing data as of October 2026.