Financial ADVSR advisor directory · SEC adviser records
Filigree Wealth Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Filigree Wealth Advisors, LLC, by the state and city of the office they work from.
The short answer
3 registered advisors work at Filigree Wealth Advisors, LLC, in 1 state and 2 cities; the most are in Irvine, CA (2). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Filigree Wealth Advisors, LLC advisor by name →Who joined and left Filigree Wealth Advisors, LLC →Filigree Wealth Advisors, LLC: assets, clients and custodians →
Cities with the most Filigree Wealth Advisors, LLC advisors
Filigree Wealth Advisors, LLC advisors by state
Questions
How many financial advisors does Filigree Wealth Advisors, LLC have?
3 investment adviser representatives are registered with Filigree Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Filigree Wealth Advisors, LLC have the most advisors?
Irvine, CA, with 2 registered advisors, then Laguna Niguel, CA (1). By state, California has the most, with 3.
How do I find a Filigree Wealth Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Filigree Wealth Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Filigree Wealth Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →