Filigree Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Filigree Wealth Advisors provides discretionary investment management and standalone financial planning and consulting to individuals (including high‑net‑worth clients), trusts and estates, retirement plans, and business entities. Investment management includes portfolios of individual stocks, bonds, ETFs, options, mutual funds and private securities, while financial planning services cover retirement, estate, tax and corporate planning, cost segregation studies, mortgage/debt and insurance analysis.
The firm’s investment approach emphasizes asset allocation and a source‑of‑returns analysis that weighs risk, structure and managers’ competitive advantage, with ongoing monitoring and periodic rebalancing. Filigree implements portfolios both directly and through third‑party separately managed accounts, discloses potential allocations to private equity and notes that borrowing (margin) may be used in client brokerage accounts.
Distinctive aspects of the firm include managing $209,136,489 for a relatively small client base (45 clients), and a brochure disclosure that the firm presents performance and hypothetical performance information in its materials and may employ borrowing in managed accounts—practices that are uncommon among similar supported firms. The combination of delegated third‑party manager relationships and a broad suite of business‑oriented planning services (e.g., corporate structure and tax planning) may be relevant for clients seeking integrated wealth and business advisory support.
Client services
Expertise
Fee options
Flat fees charged for financial planning and consulting services; retainer not exceeding $1,200 when services exceed 6 months
Maximum 0.90% annually, billed quarterly in arrears, negotiable
Maximum hourly fee $500
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis; maximum hourly fee $500; retainer not exceeding $1,200 when services exceed 6 months
Main office
See office530 Technology Drive, Ste 100
Irvine CA 92618
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Griffin G
CFP®, Series 66
Irvine, CA
Filigree Wealth Advisors, LLC
Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.
Chris D
CFP®
Sisters, OR
Filigree Wealth Advisors, LLC
Chris Dudley is a CFP® professional with 15 years of industry experience, currently serving at Filigree Wealth Advisors, LLC since 2022. His prior experience includes roles at Congress Wealth Management, LLC and Boston Private Wealth LLC. Outside of financial advising, Dudley serves as Interim CEO and Chairman of the Board at Diabetomics, Inc., Chairman of the Board at Covidyx, Inc., and is the President and Founder of the Chris Dudley Foundation, which supports individuals living with Type 1 Diabetes. Filigree Wealth Advisors provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a comprehensive investment approach that includes in-house portfolio management, third-party money managers, and a focus on asset allocation and compensated risk factors.
Gerald G
Series 63, Series 66
Irvine, CA
Filigree Wealth Advisors, LLC
Gerald Graves is a financial advisor at Filigree Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Congress Wealth Management, LLC and Boston Private Wealth LLC. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses both in-house portfolio management and third-party money managers, emphasizing asset allocation and risk analysis across a broad range of investment types.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")