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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-03-2022
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 18, 2026, reported AUM increased 15.9%, from $180.5M to $209.1M.
Across 5 reported observations, AUM increased 35.6% between October 27, 2022 and March 18, 2026, from $154.3M to $209.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 46 clients, or 15.3 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Filigree Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRIS G. DUDLEY
PARTNER
- CRD
- #5117664
- Ownership
- 50% but less than 75%
GERALD JAY GRAVES
Chief Compliance Officer
- CRD
- #1327639
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GRIFFIN JAMES GRAVES
--
- CRD
- #7006384
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Filigree Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.