Irvine, CA Office

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.