Filigree Wealth Advisors LLC

Irvine, CA

California

Registered In

03/15/2022

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Filigree Wealth Advisors LLC at 530 Technology Dr STE 100, Irvine, Ca 92618 lists Gerald J Graves of Laguna Niguel, CA and Chris G Dudley of Sisters, OR.

Overview

Registered In

California

Incorporation Date

03/15/2022

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Gerald Graves Individual Agent	530 TECHNOLOGY DR STE 100, IRVINE, CA 92618
Gerald J Graves Manager	29642 ANA MARIA LN, LAGUNA NIGUEL, CA 92677
Chris G Dudley Manager	16707 OLD MILITARY DR, SISTERS, OR 97759

Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

530 TECHNOLOGY DR STE 100, IRVINE, CA 92618 View Map

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