Irvine, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$209,136,489
ClientsTotal clients
45
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
530 Technology Drive, Ste 100
Irvine CA 92618
Advisors at this office
2
Advisors at this office
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.
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.
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