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Financial ADVSR advisor directory · SEC adviser records

Filigree Wealth Advisors, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Filigree Wealth Advisors, LLC office in California, by city and A to Z.

The short answer

3 registered advisors work at Filigree Wealth Advisors, LLC in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Irvine (2). 2 list the CFP designation and 0 are also registered broker representatives.

Filigree Wealth Advisors, LLC advisors by city in California

Every firm in California →

Irvine 2Laguna Niguel 1

Filigree Wealth Advisors, LLC advisors in California, A to Z

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Filigree Wealth Advisors, LLC advisors in every state →Filigree Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Filigree Wealth Advisors, LLC financial advisors are in California?

3 investment adviser representatives are registered at Filigree Wealth Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Filigree Wealth Advisors, LLC have the most advisors?

Irvine, with 2, then Laguna Niguel (1). Filigree Wealth Advisors, LLC has advisors in 2 cities in California.

How do I check a Filigree Wealth Advisors, LLC advisor in California?

Each advisor below 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. Advisors are listed at the city of the Filigree Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.