$209.1M Total AUM
$209.1M Disc. AUM
10.0% 3Y CAGR
3 Employees
46 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HorizonBridge
- Established Date
- 03-03-2022
- Office Locations
- 2
Office Locations
-- Laguna Niguel CA
-- Sisters OR
About Filigree Wealth Advisors, LLC
Filigree Wealth Advisors is a 100% independent, employee-owned RIA serving individuals and families with goal-based, holistic wealth management. The firm acts as a fiduciary and emphasizes responsive service and user-friendly technology. Portfolios are built on an open-architecture platform, drawing on ETFs, mutual funds, and other strategies, and custodied at Charles Schwab.
Team overview
-- AVG AGE
$69.7M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
4.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vital unison Insight Meridian Atlas timber Timber Prime fusion Capital
Client Personas
Signal ember
Custodian
Pathway
Investment Themes
Pathway fusion Vital Legacy
Investment Vehicles
Oak Atlas
Platform
Focus glacier
Services
Catalyst Eagle timber Ember Meridian vertex Atlas Foundation quantum Quantum eagle Foundation
Technology
Insight ridge Pathway
Owner & Executives
C
CHRIS G. DUDLEY
PARTNER
- CRD
- #5117664
- Ownership
- 50% but less than 75%
(893) 799-8021
insight.wave@wavecapital.com
in linkedin.com/in/crest-prime
G
GERALD JAY GRAVES
Chief Compliance Officer
- CRD
- #1327639
- Ownership
- 50% but less than 75%
(722) 784-5125
frontier.meridian@signalcapital.com
in linkedin.com/in/harbor-momentum
Showing 2 of 2 owners & executives
Unlock allContacts
G
GRIFFIN JAMES GRAVES
--
- CRD
- #7006384
(306) 913-9699
vector.summit@deltacapital.com
in linkedin.com/in/eagle-quantum
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,136,489 | $986,493 |
| Non-Discretionary | $0 | -- |
| Total | $209,136,489 | $986,493 |
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Separately Managed Accounts
Total SMA Asset: $209,136,489
Equity - Exchange:
8.7% Public Funds:
12.4% Cash:
14.8% Equity - OTC:
19.5% Corporate - Investment Grade:
16.6% U.S. Government/Agency:
8.1% Municipal Bonds:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $661,509,282 | 8.7% |
| Public Funds | $942,840,815 | 12.4% |
| Cash | $1,125,326,134 | 14.8% |
| Equity - OTC | $1,482,693,217 | 19.5% |
| Corporate - Investment Grade | $1,262,190,123 | 16.6% |
| U.S. Government/Agency | $615,887,952 | 8.1% |
| Municipal Bonds | $1,513,107,437 | 19.9% |
| Total | $7,603,554,960 | 100.0% |