Filigree Wealth Advisors is a wealth manager based in Irvine, United States, founded in 2022. Verified contact details, AUM data, and investment preferences on FindLPs.
Filigree Wealth Advisors was created after many years of experience as investors, industry executives, and advisors. Based upon the belief that everyone should have a customized portfolio, we believe the “Filigree” style of craftmanship aptly portrays our client-centered approach to wealth design an
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Filigree Wealth Advisors. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.