Filigree Wealth Advisors LLC

Beverly Hills, CA

California

Registered In

12/03/2021

Incorp. Date

Company Summary

Filigree Wealth Advisors LLC at 8383 Wilshire Blvd STE 950, Beverly Hills, Ca 90211 lists Patrick J. Burns Jr. of Beverly Hills, CA.

Overview

Registered In

California

Incorporation Date

12/03/2021

Company Type

Limited Liability Company - Ca

Status

Terminated

Registration Type

Domestic

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People

Patrick J. Burns Jr. Individual Agent

8383 WILSHIRE BLVD STE 950, BEVERLY HILLS, CA 90211

Map & Locations

8383 WILSHIRE BLVD STE 950, BEVERLY HILLS, CA 90211 View Map
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Financials

Financial Information for Filigree Wealth Advisors LLC

Form 5500

FILIGREE WEALTH ADVISORS, LLC

530 Technology Drive Suite 100, Irvine, Ca 92618 (949) 989-2527 EIN:87-3897228 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFILIGREE WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $62,537	2023	FILIGREE WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	0 / 3	$0 / $62,537

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor